Tax Associate – Private Tax

Responsibilities: 

• Oversee tax compliance process and research functions essential to the preparations of tax return 
• Collect and prepare forms supporting third-party tax providers and responses to notices and audits 
• Assist in preparation of partnership book and tax capital accounts 
• Generate schedules, tax return templates, and work papers to assist in the tax return process 
• Contribute and advise on the development of technological systems and automation of processes, including tax provision, transfer pricing, work papers, estimate statements, and capital account reporting 
• Liaison with internal departments to advise on questions relating to reporting, sales, and tax implications 
• Review legal and operating agreements 
• Manage and control client budgets 
• Formulate and implement legal tax reduction strategies 
• Advise clients on tax strategies, compensation and benefit plans, and accounting systems 

Qualifications: 

• Bachelor’s degree in accounting or related field required 
• CPA licensure a plus 
• 3+ years’ private tax experience in accounting or related industry 
• Familiarity with private tax and accounting software and systems 
• Proficient knowledge of principles and practices of federal and state taxation 
• Excellent analytical skills with strong attention to detail 
• Strong written and verbal communication skills 
• Ability to multitask and prioritize 
• Familiarity with SAP is a plus