The Tax Department provides tax consulting and planning services related to our clients diversified holdings including investments in privately held operating companies real estate investment funds and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax Director.
Responsibilities:
- Conduct tax research planning complex excel analysis for major transactions including new entity formation ownership change transactions (recapitalizations redemptions etc. acquisitions and dispositions
- Serve as a resource of technical knowledge for internal tax return preparers and to other departments requesting assistance on tax and business matters
- Analyze the impact of tax legislation and communicate the potential impact to company management
- Conduct tax research and prepare technical tax memorandums to determine and document tax return filing positions
- Ensure the proper implementation of conclusions reached during tax planning
- Review of operating and trust agreements
- Interact with outside professional advisors
- Represent taxpayers in IRS examinations
Qualifications:
- Bachelors degree in accounting or related field; MST or advanced degree or desire to pursue such degree
- CPA license
- At least ten years of professional experience with a public accounting firm privately held company or family office
- Wellorganized ability to multitask in a fastpaced environment while working on a broad range of tax matters
- Selfmotivated desire and capacity to learn new and complex areas of taxation
- Excellent research written and oral communication problem solving and analytical skills
- Ability to communicate technical information in a nontechnical manner
- Strong knowledge of online tax research tools (RIA Checkpoint BNA Portfolios etc. and Microsoft Office products
Preferred Experience
Real Estate and Holding Companies
- Experience with complex tax issues of passthrough entities especially tiered partnership structures and holding companies
Required Experience:
Manager