Senior Tax Consultant

2 weeks ago


San Jose, California, United States True Partners Consulting Full time

Job Title: R&D Tax Senior

About True Partners Consulting:

True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations.

Job Summary:

Lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals.

Responsibilities:

Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions.

Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines

Review work papers and tax returns.

Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs.

Manage client needs with respect to tax services and federal tax compliance.

Develop, motivate and train staff level team members.

Owns the implementation of new firm initiatives, and rallies team member participation

Develop and maintain strong client relationships.

Keep up-to-date on current tax practices and changes in tax law.

Provide industry knowledge and subject-matter experience.

Simultaneously manage multiple projects and engagement teams for multiple clients across various industries.

This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities.

Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits.

Drafting and review of specific documents supporting the development activities conducted by client personnel.

Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts.

Preparing, tracking, following up with clients on, and reviewing information requests.

Requirements:

Bachelors or Master's degree in Accounting, Tax or closely related field from an accredited college or university.

4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.

CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background).

Requires significant experience with corporate entity structures in addition to a general level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals.

Organizational skills to simultaneously manage multiple projects and engagement teams for various clients.

A proven track record of building profitable, sustainable client relationships.

Leadership and engagement management skills including staff scheduling, client budgets and billings.

A deep understanding of International tax technical topics, changes in tax law, and best practices.

Excellent knowledge of tax accounting, tax compliance, and many types of tax returns.

Strong working knowledge of one or more of the following: GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets.

Strong working knowledge of Microsoft Office.

Excellent written and verbal communications skills.

Highly developed problem solving and analytical skills.

Intellectually curious and self-starting attitude.

Excellent writing skills absolutely necessary.

Outgoing personality with a willingness to be involved in and eventually take over interview activities.

Must be able to convert discussions / interviews into formal written documents.

Must be able to work with / understand Excel and Word.

Able to work in a team environment, willing to travel when necessary.

Willingness to invest time in your own learning and learn other tax concepts.

Business hours plus overtime.

True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.


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