Tax Partner

7 days ago

New York, United States MMB + CO Full time

The Opportunity:

We are actively recruiting a Tax Partner to join our Rochester office.


In this position, you will serve as the tax functional leader across compliance, advisory or annuity tax service delivery for clients in a variety of industries and tax types, with a deep technical focus on passthrough tax entities. Additionally, you will lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.


To be successful in this role, you will independently recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will serve as a trusted advisor and role model across multiple teams, research tax law issues, provide advice and assistance managing risks and across tax compliance and/or advisory services. We are seeking a deep technical advisor on firm passthrough tax type matters including compliance, reporting, and transactions.


Responsibilities:

  • Direct and coordinate all work activities relating to the preparation and delivery of tax compliance client service
  • Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert
  • Oversee large team and provide visibility to leadership on status, issues, or situations which need to be addressed
  • Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
  • Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
  • Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same
  • Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
  • Serve as key leader for career, development, and performance conversations. Act as a counselor and coach and develop a team of tax professionals and actively participate in their performance management
  • Manage existing client relationships and directly contribute to the continued growth through acquisition of new client relationships


Qualifications:

  • Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
  • CPA, EA or licensed attorney
  • Minimum of 10 years of work experience in professional services or professional tax organization
  • Ability to prioritize, handle and track multiple assignments
  • Demonstrated ability to resolve complex tax issues across multiple functions
  • Strong analytical and problem-solving skills
  • Ability to identify improvement opportunities and actively engage in implementing improvements
  • Demonstrated leadership skills and proven skills in developing employees
  • Strong oral and written communication as well as presentation skills
  • Experience with financial and tax applications such as CCH Suite of Tax Products preferred
  • Proficient using Microsoft products such as Excel, Word, and Power Point


Skills:

  • Working independently with direct supervisory responsibilities
  • Specialized depth and/or breath of expertise in passthrough entity taxation
  • Ability to provide leadership (advising and providing) direction to others in financial areas of specialization and lead coordination of daily work activities and review the most complex work of other teammates
  • Regularly lead multiple projects
  • Works independently
  • Candidate has the authority to make significant choices and decisions, without specific guidance or direction from leadership


Get To Know Us:

At MMB & CO., our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner Mark Kovaleski, MMB & CO. has nearly 200 employees with locations in Rochester, Elmira, Latham, Canandaigua, and Queensbury. Our deep routed culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB & CO., is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.

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