Active CPA license in California or JD/active law license required
10+ years of progressive experience in partnership tax compliance and consulting
Bachelor's degree in Accounting
Proficient in US GAAP and partnership returns, with a strong understanding of Sub-chapter K taxation
Exceptional client service and communication skills
Strong leadership and mentoring abilities
Ability to manage multiple engagements in a fast-paced environment
Responsibilities
Lead the production of primary and secondary reviews of complex tax returns
Evaluate tax aspects of partnership agreements and manage IRC 704b accounts
Attract and mentor talented professionals within the team
Oversee client engagements, executing and completing tax projects across various industries
Develop and maintain relationships with existing and new clients
Research and consult on various tax matters, primarily in partnership taxation
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations and enhance relationships
Support business development activities, including proposal development
Benefits
Hybrid work environment
Access to high-quality tools and resources
Opportunities for professional development and mentorship
Supportive team culture focused on collaboration
Potential for annual bonuses
Full Job Description
Position Title: Partnership Taxation Director (Confidential Client) Location: Bellevue, WA | Hybrid Employment Type: Permanent Compensation
Salary: $197,800 - $247,250/yr
Bonus: Annual bonus
Position Summary
As the Partnership Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide tax consulting services for partnership clients - all with the resources, environment, and support to help you excel. You'll collaborate with the Partnership Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently. Primary Functions
Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
Attract and mentor talented professionals
Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
Develop and maintain new business and client relationships, both with existing Firm clients and new clients
Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
Other duties as assigned
Must-Haves
Active CPA license in California or JD/active law license required
10 plus years of progressive experience in partnership tax compliance and consulting
Bachelor's degree in Accounting
Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
Can travel as needed
Preferred Qualifications
Experience with partnership structuring, entity formation and mergers & acquisitions
