Lead preparation and review of quarterly and annual income tax provisions under ASC 740.
Manage calculation of current and deferred taxes, including valuation allowances.
Prepare and review effective tax rate (ETR) reconciliations.
Analyze uncertain tax positions (UTPs) and document FIN 48 reserves.
Coordinate with external auditors to support financial statement disclosures.
Maintain and improve tax provision processes and internal controls (SOX compliance if applicable).
Manage outsourced tax compliance and reporting for partnerships and LLCs.
Review partnership allocations, capital accounts, and basis calculations.
Analyze Section 704(b) and 704(c) allocations.
Oversee outsourced preparation and review of Schedule K-1s.
Track tax implications partner exchanges and forfeitures.
Oversee preparation and review of federal, state, and local income tax returns.
Manage estimated payments and extension filings.
Manage coordination of investor state composite filings and communications.
Assist with the review of nexus determinations and state tax registrations.
Monitor changes in tax laws and assess impact on the company.
Support tax planning opportunities to minimize effective tax rate including M&A transactions, entity restructuring, and business initiatives.
Analyze tax consequences of new business activities and investments.
Assist with cash tax forecasting.
Assist with federal and state tax notices, audits, and inquiries.
Prepare responses to notices and support documentation.
Maintain documentation of tax positions and technical memos.
Perform SOX-related controls with required evidence and documentation.
Improve tax reporting systems and automation.
Develop and document tax processes and internal controls.
Collaborate cross-functionally with accounting, legal, and finance teams.
Oversee R&D tax credit projects.
Other special projects, as assigned.

Requirements

Bachelor’s degree in Accounting or Finance (required)
Master’s in Taxation (preferred)
CPA required
5–7+ years of income tax experience in public accounting setting.
Strong hands-on ASC 740 tax provision experience.
Experience with partnership and multi-state taxation.
1-3 years of public company experience preferred.
Experience with Up-C structures with TRA preferred.
Strong knowledge of U.S. federal and state income tax laws.
Deep understanding of ASC 740 and financial reporting requirements.
Advanced Excel skills.
Experience with ERP systems preferred.
Strong analytical skills.
Ability to manage multiple deadlines.
Excellent written and verbal communication skills.
Detail-oriented with strong organizational skills.
Ability to work independently and lead projects.
Motivated self-starter and adjust to shifting priorities.
Required to maintain and restrict confidential and sensitive data of the company and its partners.
Applicants must be legally authorized to work in the U.S. without requiring employer sponsorship now or in the future.

Benefits

Employees (and their families) are eligible for medical, dental, vision, basic life and disability insurance.
Employees can enroll in our company’s 401(k) plan and are provided vacation, sick and holiday pay.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

ASC 740income tax provisionscurrent and deferred taxeseffective tax rate reconciliationsuncertain tax positionsFIN 48 reservestax compliancetax reportingcash tax forecastingR&D tax credit

Soft Skills

analytical skillsorganizational skillscommunication skillsability to manage multiple deadlinesdetail-orientedindependent workleadershipmotivated self-starteradaptabilitycollaboration

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceMaster’s in TaxationCPA