Tax Specialist – Planning And Compliance (San Francisco, CA )

Tax Specialist - San Francisco, CA

TaxConnections has been retained by a family and investment team to recruit a tax professional with 2-5 years of experience in partnerships and closely held corporate taxation.  Rarely does an opportunity become available in this family office because their retention rate is very high! Bottom line, this is a great place to work. Management is fantastic!

The Tax Specialist is responsible for performing tax compliance and planning functions as well as providing tax support for various company 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:

  • Prepare federal, state, and local returns and reports for company entities.
  • Gather information, analyze data, identify and research pertinent tax issues, prepare supporting work-papers and utilize preparation software packages to generate tax returns.
  • Prepare tax information packages for, and liaise with, tax firms preparing outsourced returns.
  • Participate in federal and state income tax audits by assisting the gathering of requested information, researching of pertinent tax issues and preparation of written responses.
  • Prepare taxable income forecasts for specific entities or transactions and prepare estimate information for individual investors (and / or their tax advisors).
  • Perform tax research and other special projects as required and as directed.

Education And Experience

A minimum of two years’ experience in income tax required including a Bachelor’s degree in Business or Accounting. Active CPA license is required; graduate degree in Taxation is a plus as is experience with pass-through taxation and compliance. Good oral and written communication skills are required.

Would you like a private introduction? Be assured you are introduced. Contact Us

TaxConnections is where to find leading tax experts and technology around the world. Discover tax professionals who offer you a wide range of tax expertise and be more informed about the technology that supports them in operating efficiently and successfully.

TaxConnections connects tax professionals with new tax clients and tax jobs around the world. Tax Professional Members establish higher visibility online so prospective clients and employers can find our members easily. Each members also receives a Virtual Tax Office which is the most valuable online real estate available today! TaxConnections makes a difference in your professional life.

We offer a Special Membership rate to tax professionals out of work.
https://www.taxconnections.com/special-membership

Kat Jennings, CEO
TaxConnections
858.999.0053
kat@taxconnections.com

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