Tax Manager, Partnerships

Level Financial Group

$88K — $105K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS in Accounting; MS/MAcc preferred
  • CPA certification required
  • 5+ years experience in public accounting with a focus on individual and business taxation
  • Experience with partnerships and mergers & acquisitions; real estate/construction is a plus
  • Strong written and verbal communication skills
  • Excellent problem-solving and analytical abilities
  • Meticulous attention to detail

Responsibilities

  • Manage a diverse client portfolio for tax services focused on partnerships and M&A
  • Plan project timelines and coordinate with associates
  • Collaborate with team members during all engagement phases
  • Develop and implement strategies to maximize client benefits
  • Review tax returns and provide constructive feedback
  • Stay updated on tax law changes and best practices
  • Work on continual process improvement and practice development

Benefits

  • Competitive compensation and performance bonus eligibility
  • Flexible work options and a 'dress for your day' policy
  • 401(k) match, parental leave, and comprehensive benefits
  • 4 weeks of PTO, plus paid holidays and a July 4th week office closure
  • Funded professional development and mentorship opportunities
  • Team retreats, diverse engagements, and community involvement
  • Direct access to firm leadership
  • Opportunity to grow and shape the future of the firm
Full Job Description
Description

In this role, you'll be responsible for advising clients on the tax implications of their business objectives while acting as the primary client contact for complex tax issues. You'll also mentor junior staff, contribute to process improvements, and play a key role in shaping the future of our tax practice. This position is available in our Charleston, Florence, Myrtle Beach or Spartanburg office.

Your Responsibilities
  • Manage a diverse client portfolio and deliver comprehensive tax services for individuals and businesses with a focus on Partnerships and Mergers & Acquisitions
  • Manage project deadlines and plan appropriately with associates and senior associates
  • Coordinate with team members on all phases of the Tax engagement
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits
  • Review individual and business tax returns and provide timely and constructive feedback
  • Keep current on tax law changes and accounting related developments and best practices
  • Work with team members for continual process improvement
  • Participate in practice development and various firm activities


What you Bring
  • BA/BS Accounting, MS/MAcc preferred
  • CPA required
  • 5+ years' experience in public accounting reviewing both individual and business taxation, including partnerships and mergers and acquisitions - Real Estate/Construction experience is a plus but not required.
  • Excellent written and verbal communication skills
  • Excellent problem solving and analytical skills
  • Strong attention to detail


We're Proud To Offer
  • Competitive compensation and performance bonus eligibility
  • Flexible work options and "dress for your day" policy
  • 401(k) match, parental leave, and comprehensive benefits
  • 4 weeks of PTO to start, plus paid holidays and a July 4th week office closure
  • Funded professional development and leadership mentorship
  • Team retreats, diverse engagements, and community involvement
  • Direct access to firm leadership
  • The opportunity to grow and shape the future of WebsterRogers

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