Senior Tax Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare intricate partnership and corporate tax returns that involve transactional tax matters, such as partner and shareholder sales and redemptions, asset sales, part-sale/part-rollover transactions, and both taxable and tax-free reorganizations.

• Manage 704(b) waterfall allocations, 704(c) tracking, and 743(b)/734(b) basis adjustments.

• Prepare returns and work papers related to complex book-to-tax adjustments and multi-state tax exposure.

• Assist with 1031 exchange transactions and the associated reporting.

• Serve clients within the private equity and family office sectors as these relationships continue to expand.

• Collaborate with senior team members on technical research and issue resolution, with opportunities to assume review responsibilities as the position develops.

• Oversee multiple engagements concurrently, ensuring precision and attention to detail.

⛳️ Requirements

• A minimum of 2 years of public accounting experience with substantial exposure to complex partnership and/or transactional tax work.

• Proficient understanding of Subchapter K, including 704(b)/(c) and 743(b)/734(b) concepts.

• Experience with transactional tax matters such as M&A, reorganizations, or similar areas is highly preferred.

• Multi-state tax experience is an advantage.

• CPA or EA certification is preferred.

• A Bachelor's degree in Accounting is required.

• Capability to work independently, prioritize competing tasks, and communicate effectively on technical matters.

🏝️ Benefits

• Annual discretionary bonus of up to 10%.

• 20 days of paid time off (PTO).

• Overtime beyond 40 hours converts to additional compensated time.

• 100% company-paid health and dental insurance premiums for families.

• 401(k) plan with a dollar-for-dollar company match up to 6%.

• Fully remote work opportunity.