Tax Manager – Partnerships and Syndications

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

📋 Description

• Perform final evaluations of intricate partnership, syndication, and multi-state tax returns.

• Sign off on tax returns and ensure they are delivered to clients.

• Offer recap videos or phone calls to clarify returns and highlight key tax positions.

• Act as a subject matter expert in partnership taxation and complex real estate structures.

• Manage primary client relationships while proactively setting and managing expectations.

• Oversee the resolution of tax notices and audits.

• Suggest additional firm services, including bookkeeping and tax advisory.

• Mentor and train preparers and senior accountants.

• Conduct monthly goal assessments and eliminate obstacles.

• Establish performance targets and oversee deadlines, revenue goals, and quality benchmarks.

• Collaborate with Senior Managers and firm leadership on enhancing processes, automating tax technology, and improving efficiency.

• Engage in team-wide initiatives focused on process improvement, cross-functional communication, and enhanced client service.

• Provide strategic guidance and coaching across various staff levels.

• Cultivate future leaders and promote accountability and high-performance teams.

⛳️ Requirements

• Bachelor's degree in accounting from an accredited institution.

• At least 5 years of progressive experience in public accounting tax.

• Significant exposure to partnership taxation, real estate syndications, or private equity funds.

• CPA or EA certification is mandatory.

• Proficient in handling complex partnership, syndication, and multi-state tax returns.

• In-depth knowledge of Subchapter K, Section 704(b) and 704(c) special allocations, capital account maintenance, and structuring complex real estate transactions.

• Must be able to work from within the United States.

• Current authorization to work in the United States; this role does not offer sponsorship.

• Strong time management and supervisory abilities.

• Exceptional communication and listening skills.

• Capability to work independently in a fast-paced environment.

• Proficient in using video for remote client interactions.

• A clean, quiet, and distraction-free remote work setting.

• Business casual attire for client interactions.

🏝️ Benefits

• Unlimited PTO and sick leave.

• Comprehensive health insurance coverage.

• 401(k) matching program.

• Annual technology stipend.

• Paid CPE and training opportunities.

• Laptop provided for work purposes.

• Annual $500 reimbursement for computer or tech accessories.

• Performance bonus ranging from 0% to 10%.