Experienced Senior, Specialized Tax Partnerships

4 months ago


St Louis, United States BDO Full time

Job Summary:

BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
An Experienced Senior Associate in BDO’s Specialized Tax Services (STS) Partnerships group, is responsible for utilizing basic research skills and applying their educational background to assist in advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In this role, the STS Partnerships Experienced Senior Associate will apply their knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership specific computations. The STS Experienced Senior Associate is a critical member of the STS Partnerships team and will be exposed to marketing and business development activities of the group. In addition, the STS Partnerships Experienced Senior Associate will be exposed to process improvement and team-building initiatives, maintaining client relationships, and will act as a source of guidance to staff.

Job Duties:

Tax Specialization

Develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation  May be required to participate in organizing and conducting effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year Trains and mentors’ interns and associates Trains interns and associates on how to use all current software tools, as needed

Research

Assists in identifying when research is needed; works with leadership to concisely frame issues to be researched and clearly and concisely reports the analysis Assists in identifying complex issues to be researched by engagement team and provides research methodology for efficient research process May train interns and associates on research skills and help to appropriately frame tax issues for analysis Involves firm specialists as appropriate

Tax Consulting

Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes Applies the combination of tax knowledge and knowledge of business/industry to collaborate with leadership on recommending solutions Works with leadership to maximize client benefits, especially by decreasing client taxes, while managing risk Assists with the implementation of applicable Firm strategies Assists in managing client expectations Other duties as required

Supervisory Responsibilities:

Participates in scheduling and managing workload of interns and associates May supervise day to day workload of interns on various projects May review work prepared by interns and associates and provide review comments

Qualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master’s in Accountancy or Taxation, preferred

Experience:

Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Specialized partnership experience, preferred Private equity experience, both fund and portfolio company levels, preferred

License/Certifications:

CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role, preferred

Software:

Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred

Language:

N/A

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills Ability to effectively delegate work as needed  Strong analytical and basic research, critical thinking, and decision-making skills Ability to work well in a team environment Ability to effectively develop and maintain client relationships Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently and within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously  Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels Ability to contribute to positive team environment on engagements and to the professional development of team personnel Professional presence and ability to act as primary contact on assigned engagements

  • St Louis, Missouri, United States BDO Full time

    Job Summary:BDO's mission is to empower businesses and individuals to thrive in a rapidly changing world. As a key member of our Specialized Tax Services (STS) Partnerships team, you will play a critical role in helping clients navigate complex tax issues and achieve their business objectives.Key Responsibilities:Develop in-depth knowledge of partnership...


  • St Louis, Missouri, United States The Income Tax center Full time

    Job OverviewWe are in search of a meticulous and experienced tax professional, preferably a Certified Public Accountant (CPA), to become a vital part of our organization. The selected candidate will be entrusted with the preparation of tax returns for both individuals and businesses, emphasizing strategic tax planning for small enterprises. This role is...


  • St. Louis, United States Jobot Full time

    Senior Tax Consultant - Emphasizing work-life balance, exceptional culture, continuous professional development, and generous PTOThis position is hosted by Jobot.A brief overview of our firm:We are a leading firm in the top 50 IPA rankings, seeking a Senior Tax Consultant. Here, you will be empowered to discover your purpose, unleash your creativity, and...


  • St. Louis, MO, USA, United States The Income Tax Center Full time

    {"h1": "Senior Tax Accountant", "p": "At The Income Tax Center, we are seeking a highly skilled and experienced Senior Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing taxes for individuals and businesses, with a strong focus on tax planning for small businesses.Responsibilities:* Prepare...


  • St Louis, Missouri, United States Wipfli Full time

    Join Wipfli as a Lead Tax Consultant for PartnershipsAt Wipfli, we value the unique perspectives of our team members. Our inclusive environment fosters a culture where every voice is heard and appreciated.We are committed to your professional growth and work-life balance. With options for hybrid work, flexible time off, and comprehensive wellness programs,...


  • St. Louis, United States Jobot Full time

    Senior Tax Accountant OpportunityWe are seeking a highly experienced Senior Tax Accountant to join our team in the Public Accounting industry. The ideal candidate should have a minimum of 3 years of experience in tax accounting, with a strong background in high net worth, C-Corp, S-Corp, and individual tax. The candidate should also possess a CPA license and...

  • Senior Manager, Tax

    7 days ago


    St Louis, Missouri, United States KPMG-UnitedStates Full time

    About the RoleWe are seeking a seasoned professional to join our State and Local Tax (SALT) practice as a Senior Manager at KPMG-UnitedStates. As a key member of our team, you will have the opportunity to work with high-profile clients, develop your career, and contribute to the success of our dynamic and collaborative culture.Job SummaryWe are looking for a...


  • St Louis, Missouri, United States The Income Tax Center Full time

    We are looking for a committed and meticulous financial professional, such as an accountant or Certified Public Accountant (CPA), to enhance our esteemed organization, The Income Tax Center. The successful candidate will be tasked with preparing tax returns for both individuals and enterprises, with a particular emphasis on tax strategy for small...

  • Senior Tax Accountant

    23 hours ago


    St Louis, Missouri, United States Wipfli Full time

    Job SummaryAs a Senior Manager in Partnership Tax at Wipfli, you will be responsible for conducting primary and secondary reviews of complex tax returns, providing tax consulting services to partnership clients. You will collaborate with the Partnership Tax team to make recommendations on return preparation and tax savings opportunities, emphasizing...


  • St. Louis, United States Jobot Full time

    Senior Tax Accountant - Public AccountingJobot, a leading CPA and advisory firm, is on the lookout for a seasoned Senior Tax Accountant to enhance their team within the Public Accounting sector. The ideal candidate should possess at least 3 years of expertise in tax accounting and hold a valid CPA license. This firm promotes a flexible work environment,...


  • St Louis, Missouri, United States KPMG-UnitedStates Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Manager to provide tax compliance services to partnerships for Asset Management clients. As a key member of our team, you will have the opportunity to work with high-profile clients, develop your career, and contribute to the success of our dynamic and collaborative...

  • Tax Senior

    3 weeks ago


    St Louis, United States Grassi Full time

    Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees,...

  • Tax Senior

    3 weeks ago


    St. Louis, United States GRASSI Full time

    Why Grassi?Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees,...


  • St Louis, United States Jackson Hewitt Full time

    Benefits: Flexible schedule Free uniforms Training & development Calling all Experienced Tax Preparers! Join our team for an exciting opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with...

  • Senior Tax Analyst

    2 weeks ago


    St. Louis, United States Jobot Full time

    Senior Tax Accountant - Public AccountingJobot, a leading CPA and advisory firm, is on the lookout for a seasoned Senior Tax Accountant to enhance their team within the Public Accounting sector. The successful candidate will have at least 3 years of expertise in tax accounting and hold a valid CPA license. The firm promotes a culture of flexibility,...


  • St Louis, Missouri, United States Mallinckrodt Pharmaceuticals Full time

    Position OverviewThe Senior Tax Compliance Analyst will play a pivotal role in supporting the tax operations through various functions including tax accounting, strategic tax planning, and compliance initiatives. This position provides an opportunity to engage with complex tax scenarios, enhancing your professional growth.Key ResponsibilitiesAssist in the...


  • St. Louis, United States Jobot Full time

    About the RoleWe are seeking a highly experienced Senior Tax Accountant to join our team in the Public Accounting industry. The ideal candidate should have a minimum of 3 years of experience in tax accounting, with a strong background in high net worth, C-Corp, S-Corp, and individual tax. The candidate should also possess a CPA license and have a background...

  • Senior Tax Strategist

    2 weeks ago


    St Louis, Missouri, United States CyberCoders Full time

    Location: Remote AvailablePosition Type: Full-timeSalary: $150,000 - $175,000Overview: We are seeking a seasoned Senior Tax Strategist with a robust background in tax management. The ideal candidate will possess a comprehensive understanding of tax regulations and a proven track record in managing complex tax scenarios.Key Responsibilities:Oversee the...


  • St Louis, Missouri, United States FullBloom Full time

    Position OverviewJoin FullBloom as the Director of Partnerships - Special Education. This role is integral to our Catapult Learning K-12 division, where you will be responsible for cultivating new business relationships and enhancing existing partnerships. You will report directly to the Senior Director of School Partnerships.Core ResponsibilitiesSales Cycle...


  • St. Louis, United States Jobot Full time

    Senior Tax Consultant - Emphasizing work-life balance, a supportive culture, and ample PTOThis opportunity is presented by Jobot.About Us:We are a top-tier IPA firm dedicated to fostering an environment where creativity and purpose thrive. Our team is seeking a Senior Tax Consultant who is eager to contribute to a dynamic and innovative workplace. We pride...