Tax Services Senior Associate - Partnership
Core
US tax compliance work for clients including preparation and review of Federal Partnership tax returns (Form 1065) and K-1s.
Role type
Senior Associate (Senior Staff) US Tax Associate
Builds
US Federal Partnership tax returns and K-1s
Domain
Accounting / Tax Compliance
Required skills
US Federal tax compliance, Partnership tax return preparation, K-1 preparation, Tax software proficiency (OneSource, CCH, Go system), Client meeting participation, Engagement timeline management, Tax research, Mentorship
Preferred skills
CPA or Enrolled Agent certification, Big 4 or large firm experience, Corporate tax knowledge, Analytical and problem-solving skills, Process improvement, MS-Office and Alteryx
Technologies
OneSource Income Tax, CCH, Go system, Alteryx, MS-Office
Responsibilities
Perform detailed review of U.S. Federal Partnership tax returns (Form 1065), Prepare and conduct detailed review of K-1s and workpapers, Participate in client meetings to resolve tax matters, Manage client engagement timelines, Collaborate on tax planning and consultation, Conduct research on client issues, Provide mentorship to junior staff
Seniority
Senior, hands-on IC
