Bachelor's degree in accounting, finance, or a business-related field
5+ years of relevant tax experience (focus on partnerships and S-Corporations)
Experience in mentoring and training staff and interns
Strong verbal and written communication skills
Willingness to work overtime to meet deadlines
Responsibilities
Prepare annual tax returns for operating and real estate partnerships
Conduct tax research and documentation writing
Handle tax issues associated with C-Corps, S-Corps, and Partnerships
Manage IRS and state tax authority notices and audits
Collaborate with legal, accounting, and finance departments for tax return data
Mentor and develop junior staff members
Propose improvements for tax-related processes
Benefits
Medical, dental, and vision insurance
Paid time off
Tuition reimbursement programs
401(k) retirement plan
Paid volunteer time in the local community
Full Job Description
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
About Pacific Dental Services
Pacific Dental Services (PDS) is a dental support organization that provides business and administrative services to dental practices. PDS-supported dentists strive to provide the highest level of patient care and satisfaction and are supported by PDS's non-clinical administrative team. PDS-affiliated dentists are able to focus on providing high-quality patient care while PDS provides the administrative support necessary to operate a successful dental practice. PDS was founded in 1994 and is headquartered in Irvine, California.
