Tax Senior Associate, Pass Through Consulting
Core
Compute allocations of section 704(b) income, maintain and allocate adjustments under sections 704(c) and 743, and maintain tax capital records for private equity funds and portfolio companies.
Role type
Senior Associate, partnership taxation specialist
Builds
Client-specific models for partnership allocation and capital account maintenance
Domain
Taxation (Partnership/SubChapter K)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Partnership taxation expertise, Section 704(b) and 704(c) knowledge, Operating agreement interpretation, Model development, Microsoft Excel proficiency, Project management
Preferred skills
Masters of Accounting, Masters of Taxation, MBA
Technologies
Firm standard tools, Microsoft Excel
Responsibilities
Compute allocations of section 704(b) income, Maintain and allocate adjustments under sections 704(c) and 743, Interpret operating agreements to determine impact on allocations, Act as a member of the engagement team for private equity funds