Partnership Taxation Sr Associate - Asset Management/REIT
Core
Perform compliance for complex tax returns and provide tax consulting services for individual, trust, partnership, and S corporation clients, with a focus on REITs.
Role type
Senior Associate, Partnership Taxation
Builds
Tax returns and tax savings strategies for high-net-worth individuals, closely held businesses, private companies, and family offices.
Domain
US Tax Compliance and Consulting
Required skills
US GAAP, tax compliance, partnership returns, S corporation returns, individual and trust returns, REIT tax expertise, tax planning, tax consulting, tax software proficiency, analytical skills, client relationship management, mentoring, project management
Preferred skills
CPA, REIT experience, experience with high-net-worth individuals, experience with family offices
Technologies
Tax-related software
Responsibilities
Plan, execute, and complete tax projects across various industries; supervise, develop, train, and mentor staff; research and consult on tax matters; respond to IRS inquiries; maintain active communication with clients to manage expectations and meet deadlines.
Seniority
Senior, hands-on IC with leadership responsibilities