The primary responsibility of this position to provide tax compliance services to the PDS and its affiliates. This involves performing detail-level reviews of partnership workpapers, allocations, and tax returns. You will identify complex tax issues and provide tax analysis for a variety of entities while working with cross-functional internal departments. You will also work with a team of staff to participate in their professional development.
Responsibilities- Assist with annual preparation of tax returns (operating partnerships, real estate partnerships, S-Corporations)
- Research and memorandum/documentation writing skills are required.
- Knowledge and experience with tax issues related to C-Corps, S-Corps and Partnerships.
- Assist with IRS and state tax authority tax notices and audits.
- Work with various departments, primarily legal, accounting and finance, to gather information necessary for tax return preparation.
- Act as mentor, support, and assist in the development and training of staff.
- Bring forth ideas to improve processes and materials.
- Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies.
- Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research.
- Other duties as assigned.
Required- Bachelors' degree in accounting, finance or other business-related field
- At least 5 or more years of experience of relevant tax work (partnerships and s corporations).
- Experience training and mentoring staff and interns.
- Excellent interpersonal, oral and written communication skills.
- Able to work overtime as needed to meet investor and governmental deadlines
Preferred- CPA license
- Master's degree
- Previous Big 4 or large CPA firm experience
- Tax software experience - Thomas Reuters One Source Tax
- Ability to work with and analyze large volumes of data, including experience with data analytic and RPA tools (Alteryx, UI Path, Power Pivot)
Benefits- Medical, dental, and vision insurance
- Paid time off
- Tuition Reimbursement
- 401K
- Paid time to volunteer in your local community
Compensation Information
$116,000.00-$150,000.00 / Annually
