TaxConnections

 
 

Access Leading Tax Experts And Technology
In Our Global Digital Marketplace

Please enter your input in search

Archive for Kat Jennings

eBook Gifts For Tax Professionals During July 4th 2020

eBook Gifts For Tax Professionals During July 4th 2020

As the CEO of TaxConnections, we encourage you to enjoy the benefits of the research and tools we have available for you. The complimentary eBooks we have listed cover a range of topics and we will add more information each month so check back often for new material and ebooks available on a complimentary basis.

You will discover you have access to complimentary eBooks on United States Tax Treaties, Global Tax Authority Representatives, Verify Law License, Verify CPA License, Interview Guide For Management Executives, Preparing For An Interview, TaxConnections Best Jokes And Quotes, 250 Motivational And Inspirational Quotes, Presidential Executive Orders, and Opportunity Zones.

Request TaxConnections eBooks Available To You

Read more

TaxConnections Member Blake Christian Named Top 25 National Opportunity Zone Influencers

Opportunity Zone Expert Blake Christian

HCVT tax partner Blake Christian was named as one of the Top 25 National Opportunity Zone (OZ) Influencers Overall and a Top 25 OZ Tax Specialist at the June OZ Expo Tax Conference. The OZ Expo parent OpportunityZone.com conducted its eighth OZ conference in a virtual format as a result of COVID. Blake was one of four CPAs who made both Top 25 lists along with fellow California CPA Michael Novogradac. In response to his honor, Blake states that “the OZ community is very appreciative of Ali Jahangiri and the OpportunityZone.com team for their leadership and the amazing OZ Expo speakers and panels they have provided over the years.” https://www.opportunityzone.com/posts/top-25-oz-influencers-2020/

Blake has specialized in various federal and state tax incentive programs for three decades and has been specializing in the OZ Program since the program’s 2017 adoption as part of the Tax Cuts and Jobs Act (TCJA). To date, HCVT has assisted clients with establishing over 100 Qualified Opportunity Funds (QOF), and Qualified Opportunity Zone Businesses (QOZB) comprised of hundreds of millions of dollars that are invested in real estate projects and operating businesses throughout the country. The OZ program has attracted a minimum of $10 billion of equity dollars through the first quarter of 2020. Still, in counting OZ fund dollars that have been invested into non-public funds such as family offices, the funding is likely closer to $40 – $50 billion based on panelists’ comments at the OZ Expo.

Blake credits this award to a variety of others: “While I am very honored and humbled by this recognition, my involvement in this transformative program is a result of numerous collaborations. My talented and hard-working HCVT OZ Team, my partners, and the many clients who were early adopters, as well as OZ attorneys and consultants who have supported our OZ practice.”
Read more

Hiring Trends In Corporate Tax Departments: Rethinking How You Hire And Retain Tax Professionals (Part 2)

Hiring Trends In Corporate Tax Departments: Rethinking How You Hire And Retain Tax Professionals (Part 2)

This post is Part 2 of a series on Hiring Trends In Corporate Tax Departments: Rethinking How You Hire And Retain Tax Professionals. As an internationally recognized expert in search for tax executives with a long list of multinational clients, I must alert you that the seeds have been sown for the number of people who now desire to work from home. The horses are out of the barn and it will be a challenge to get them back in to headquarters. I have been communicating with lead tax executives, tax staff, recently reorganized tax departments, and everything is changing fast in hiring tax professionals around the world.

Despite the layoffs you see in some of the public accounting firms and the downsizing you see in organizations, there is a huge demand for technically trained tax expertise in many areas. Ask any corporate tax director searching for tax staff, and you will discover they are challenged to find and retain tax staff. Corporate tax executives may take months, and in some cases years, to fill their open tax positions. Look at the number of open tax opportunities on any job site and you will see the demand.
Read more

Senior Tax Manager – International (Sunnyvale, CA)

Senior Tax Manager - International (Sunnyvale, CA)

TaxConnections has been retained to conduct a search for a Senior Tax Manager – International for a global technology company headquartered in Silicon Valley, CA. .This position is responsible for providing international tax guidance for U.S. compliance and reporting; managing Americas region income tax compliance and related issues.

Responsibilities include:Review/provide technical guidance for international portion of company’s income tax return including Forms 8858, 5471, and 1118, GILTI, FDII, Subpart F and FTCs, as needed; Prepare/provide technical guidance for §861/other expense allocations for FDII benefit and foreign tax credits; Co-ordinate and manage review and approval of the international portion of Company’s U.S. tax return by external service providers, including technical analysis and discussion of issues raised; Research relevant international tax matters, new proposed and final regulations, tax law updates, and provide guidance for tax compliance and reporting; Prepare and manage U.S. tax return disclosures for international issues and transactions; Provide technical guidance to international compliance team for quarterly and year-end reporting. Review calculations for technical accuracy; Manage, supervise and train team member supporting international provision in direct tax hub offshore; Coordinate with Finance shared services centers, GL accounting, revenue and other teams on various international tax issues and more.

Read more

Senior Tax Manager- International (San Jose, CA)

Senior Tax Manager- International (San Jose, CA)

TaxConnections has been retained to conduct a search for a Senior Tax Manager – International for a global technology company headquartered in Silicon Valley, CA. .This position is responsible for providing international tax guidance for U.S. compliance and reporting; managing Americas region income tax compliance and related issues.

Responsibilities include:Review/provide technical guidance for international portion of company’s income tax return including Forms 8858, 5471, and 1118, GILTI, FDII, Subpart F and FTCs, as needed; Prepare/provide technical guidance for §861/other expense allocations for FDII benefit and foreign tax credits; Co-ordinate and manage review and approval of the international portion of Company’s U.S. tax return by external service providers, including technical analysis and discussion of issues raised; Research relevant international tax matters, new proposed and final regulations, tax law updates, and provide guidance for tax compliance and reporting; Prepare and manage U.S. tax return disclosures for international issues and transactions; Provide technical guidance to international compliance team for quarterly and year-end reporting. Review calculations for technical accuracy; Manage, supervise and train team member supporting international provision in direct tax hub offshore; Coordinate with Finance shared services centers, GL accounting, revenue and other teams on various international tax issues and more.

Read more

Tax Manager – Investments (San Francisco, CA)

Tax Manager - Research And Planning (San Francisco, CA)

The top driver that keeps tax professionals in an organization longer is how they are treated by management. Our client has an extraordinary retention rate due to the fact they treat their tax team with a high degree of respect and support you in ways you rarely experience in companies.

TaxConnections has been retained by an investment group to locate a Tax Manager in San Francisco, CA. It is an opportunity of a lifetime for a tax professional with the requisite skills.

The Tax Manger will be responsible for assisting senior tax management with tax research and planning and all aspects of the tax compliance and forecasting for a very significant investment partnership and the related investment management entity. Individual must have a solid understanding of current tax laws including knowledge of investment partnership structures. Researching and communicating the tax consequences of current and proposed investments will be a part of the responsibilities of the successful candidate.

In addition, the position will require both the preparation and review of highly detailed complex Federal, California and multi-state income tax returns, foreign investment reporting implications, preparation of tax forecasts and researching complex tax issues.
Read more

Tax Specialist – Hedge Fund (San Francisco, CA)

Tax Specialist (San Francisco, CA)

TaxConnections is representing a high net worth family office in San Francisco, CA to locate a Tax Specialist with 2-3 years of experience. The opportunity to work in this family office is a once in a lifetime career opportunity. It is ideal for anyone wanting to leave public accounting and go in-house and work with a highly supportive family office with a stellar reputation.The Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various company entities, which include Partnerships, Limited Liability Companies and Corporate entities. The financial and team support they have given all of their employees during this time is extraordinary.

Significant emphasis will be on tax work related to Partnerships and Limited Liability Companies. Prepare federal and state income tax returns and forecasts and perform various tax planning and research projects that involve a high degree of complexity.  Respond to audits by and information requests from various government authorities. Responsibilities include the following:
Read more

Hiring Trends In Corporate Tax Departments: Rethinking How You Hire And Retain Tax Professionals (Part 1)

Hiring Trends For tax Professionals

An interesting trend has been unfolding for the past few years as management tax executives have been searching to hire needed tax staff, tax seniors, and senior tax accountants. While news media focuses on job loss, this is certainly not the case in the world of taxes. Ask any management level tax executive, and they will tell you there is a lack of available talent to meet the current market demand. In fact, during the pandemic firms have held tightly on to tax staff with one to seven years of experience. Companies searching for tax staff are wondering how they will fill the hundreds of tax positions now open at the staff level. This post series will focus on factors contributing to the lack of qualified tax staff available today and provide a valuable, actionable solution to attract and retain talent at the staff level.

What has occurred in the world of hiring tax expertise is not a benign problem. Many organizations have Tax Managers doing the job that tax staff would normally do because they are unable to attract tax staff. There are firms who have searched for over a year to find and secure tax expertise at the staff level. What is happening? There are multiple factors contributing to tax executive’s inability to attract this talent. We will discuss what is happening as we share conversation’s we have had with tax staff at the lower levels and the tax executives searching to hire them today.

First you should understand the mindset of the tax staff we speak to today. Here are examples of recent discussions we have had with tax staff and tax executives searching to find and hire them. Their names have been changed to protect the confidential discussions we have had with them. We have given them a pseudonym (fictitious name).
Read more

Senior Tax Manager – International (Sunnyvale, CA)

Senior Tax Manager - International (Sunnyvale, CA)

TaxConnections has been retained to conduct a search for a Senior Tax Manager – International for a global technology company headquartered in Silicon Valley, CA. .This position is responsible for providing international tax guidance for U.S. compliance and reporting; managing Americas region income tax compliance and related issues. The ideal individual will also be highly versed in US/Canadian and US/Mexican operations although our client is in more than 100 countries worldwide.

Responsibilities include:Review/provide technical guidance for international portion of company’s income tax return including Forms 8858, 5471, and 1118, GILTI, FDII, Subpart F and FTCs, as needed; Prepare/provide technical guidance for §861/other expense allocations for FDII benefit and foreign tax credits; Co-ordinate and manage review and approval of the international portion of Company’s U.S. tax return by external service providers, including technical analysis and discussion of issues raised; Research relevant international tax matters, new proposed and final regulations, tax law updates, and provide guidance for tax compliance and reporting; Prepare and manage U.S. tax return disclosures for international issues and transactions; Provide technical guidance to international compliance team for quarterly and year-end reporting. Review calculations for technical accuracy; Manage, supervise and train team member supporting international provision in direct tax hub offshore; Coordinate with Finance shared services centers, GL accounting, revenue and other teams on various international tax issues and more.

Read more

Tax Manager – Investment Management (San Francisco, CA)

Tax Manager - Investment Management (San Francisco, CA)

TaxConnections is conducting a search for an investment management group to fill a Tax Manager role located in San Francisco, CA. We would genuinely appreciate your review of this opportunity and kindly refer this to anyone you believe who may appreciate learning more.

The Tax Manager will be responsible for assisting senior tax management with tax research and planning and all aspects of the tax compliance and forecasting for a very significant investment partnership and the related investment management entity. Individual must have a solid understanding of current tax laws including knowledge of investment partnership structures.

Researching and communicating the tax consequences of current and proposed investments will be a part of the responsibilities of the successful candidate. In addition, the position will require both the preparation and review of highly detailed complex Federal, California and multi-state income tax returns, foreign investment reporting implications, preparation of tax forecasts and researching complex tax issues.  The Tax Manager must be able to perform multiple tasks, have proven project management skills and produce high quality, accurate and detailed work on a timely basis. Also, must be able to timely identify and communicate issues, positions, and opportunities both orally and in writing to management.

Responsibilities include the following:
Read more

Senior Tax Specialist (San Francisco, CA)

Senior Tax Specialist (San Francisco, CA)

TaxConnections is conducting a search for a Senior Tax Specialist for an investment group in San Francisco,CA. If you know of anyone interested in learning more about this exciting opportunity, please forward refer and forward this on to them today.

The Senior Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various entities, which may include Partnerships, Limited Liability Companies and Corporate entities.  Significant emphasis will be on tax work related to Partnerships and Limited Liability Companies. Prepare federal and state income tax returns and forecasts and perform various tax planning and research projects that involve a high degree of complexity.  Respond to audits by and information requests from various government authorities. Responsibilities include the following:
Read more

Tax Professionals: Motivate Virtual Teams With Inspirations

Tax Professionals- Motivate Teams

There is a great opportunity for management to motivate their teams to success. Positive messaging motivates teams so start filling the minds of your team members with uplifting messages. We have always believed in “positive experiences” and messaging at TaxConnections. In addition to positive messaging, one of the things we do to motivate tax professionals building professional brands is to help reduce online marketing costs.

We created a low cost link for tax professionals to get their profile up on TaxConnections at $30.00 per year. The biggest benefit is that people can find and connect with you on TaxConnections for free instead of having to pay a fee to find and message you on other sites. TaxConnections is a cost cutting game changer for tax professionals.

We also provide a complimentary book of inspirations to motivate you to success in your professional career. If you are happy and engaged; if people can find and connect with you easily and for free online; you are on a journey to success.

For those who desire more branding opportunities that include blog distribution, we offer another membership rate. We also offer advertising placements if your product or service is approved by our platform. Admittingly, we are selective as we want to attract the best services and products to our platform.

TaxConnections Is Your Low Cost Online Tax Professional Branding Site