Tax Services Manager – Partnerships
Core
Lead U.S. partnership tax compliance engagements, overseeing Form 1065 return preparation, income allocations, and multistate filings for clients.
Role type
Senior IC tax services manager (partnerships)
Builds
U.S. Federal partnership tax returns (Form 1065), Schedule K-1 allocations, and related workpapers
Domain
U.S. Taxation / Partnership Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. partnership tax compliance, Form 1065 expertise, income allocation management, client engagement management, team leadership, tax law interpretation
Preferred skills
CPA or Enrolled Agent certification, Big 4 or large firm experience, complex partnership structure management, tax automation tool proficiency
Technologies
OneSource Income Tax, CCH, GoSystem, Alteryx, MS Office
Responsibilities
Lead detailed review of U.S. Federal partnership tax returns and Schedule K-1 allocations; oversee preparation and review of partnership income allocations and multistate filings; manage client engagements from planning to delivery; supervise, mentor, and develop junior staff and senior associates; stay updated on partnership tax laws and provide technical direction; drive process improvements and technology adoption.
Seniority
Senior, hands-on IC with mentorship responsibilities