Tax Services Manager
April$130,000 - $155,000/year
- Full Time
- Junior (1 to 2 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, TaxIndustries
Requirements
Candidates should have a minimum of 2 years’ of post-qualification experience with a U.S. accounting firm, along with attention to detail in preparing individual, trust, partnership, and corporate tax returns and experience with High Net-Worth Taxation. They should possess strong command of the English language, a commitment to an entrepreneurial work ethic, and the ability to analyze and prioritize information to make appropriate recommendations, as well as familiarity with Installment sales, sale of home, PTP Basis calculation, Hedge fund K-1s, medium to complex returns, and International Forms (8938, 5471, 8621, 5472, 8858, 8865).
Responsibilities
The Tax - Associate II will oversee complex tax research projects for a variety of clients and diverse industries, manage the day-to-day delivery of tax services to the Domestic (US) engagement teams, and serve as the go-to person in their respective core area of 1040 Tax Compliance. They will utilize technical skillsets such as SurePrep, CCH / GoSystems / Fasttax / Lacerte Software, and BNA, alongside research skills from Checkpoint, BNA, Bloomberg, and will prepare written tax research memos, as well as handle Gift Tax Returns and Form 990 when necessary.
Skills
SurePrep
CCH
GoSystems
Fasttax
Lacerte Software
BNA
Checkpoint
Bloomberg
Tax Compliance
U.S. Taxation
Individual Tax Returns
Trust Tax Returns
Partnership Tax Returns
Corporate Tax Returns
High Net-Worth Taxation
Hedge Fund
K-1
8938
5471
8621
5472
8858
8865
Gift Tax Return
Form 990
BPM LLP
Provides assurance, advisory, and tax services
About BPM LLP
BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.
One, San Francisco, CA 94111, USAHeadquarters
1986Year Founded
VENTURE_UNKNOWNCompany Stage
Consulting, Financial Services, Consumer GoodsIndustries
1,001-5,000Employees