Job Title: Partnership Tax Senior Associate
Location: Tulsa OK (Hybrid Minimum 3 days/week in-office)
Compensation: $101000 $112000 / year
Type: Full-Time (Backfill)
The Role
Join our Clients Partnership Business team as a Tax Senior Associate where you will lead the compliance for complex tax returns and provide sophisticated consulting services. This is a high-impact role where you will work directly with individuals trusts partnerships and S-corporations. From day one youll be empowered with the latest tax technology and a collaborative team environment to deliver high-value solutions to our clients.
Key Responsibilities
- Project Execution: Plan and execute tax projects across diverse industries; provide innovative tax planning and compliance expertise while managing engagements to budget.
- Complex Compliance: Research and consult on various tax matters utilizing advanced software to process returns and respond to inquiries from the IRS and other authorities.
- Client Advisory: Serve as a key point of contact for high-net-worth individuals family offices and private companies maintaining active communication to manage expectations and deadlines.
- Leadership & Mentorship: Supervise train and mentor staff on tax projects providing critical performance feedback and coaching to the next generation of tax professionals.
- Strategic Implementation: Identify tax-saving opportunities and work alongside technical specialists to resolve complex issues involving US GAAP and multi-entity structures.
Required Qualifications
- Education: Bachelors degree in Accounting (Must meet the 150-hour requirement to sit for the CPA exam).
- Experience: 26 years of progressive tax experience in Public Accounting (or a blend of public and industry).
- Technical Proficiency: Strong skills in US GAAP and tax compliance for Partnerships S-Corps Individuals and Trusts.
- Soft Skills: Exceptional interpersonal presentation and communication skills with a proven ability to manage multiple priorities in a fast-paced environment.
- Mobility: Ability to travel as needed to meet client and project demands.
Preferred Qualifications
- CPA License: Highly preferred.
- HNW Experience: Proven track record working with high-net-worth individuals owners of closely held businesses and private family offices.
- Strategy: Demonstrated success in the implementation of complex tax strategies.
The Environment
We believe that together is how we succeed. You will have the resources of a large firm with the local feel of our Tulsa office. Our culture is results-based and interactive designed to help you achieve more confidently.
Job Title: Partnership Tax Senior Associate Location: Tulsa OK (Hybrid Minimum 3 days/week in-office) Compensation: $101000 $112000 / year Type: Full-Time (Backfill) The Role Join our Clients Partnership Business team as a Tax Senior Associate where you will lead the compliance for complex tax ret...
Job Title: Partnership Tax Senior Associate
Location: Tulsa OK (Hybrid Minimum 3 days/week in-office)
Compensation: $101000 $112000 / year
Type: Full-Time (Backfill)
The Role
Join our Clients Partnership Business team as a Tax Senior Associate where you will lead the compliance for complex tax returns and provide sophisticated consulting services. This is a high-impact role where you will work directly with individuals trusts partnerships and S-corporations. From day one youll be empowered with the latest tax technology and a collaborative team environment to deliver high-value solutions to our clients.
Key Responsibilities
- Project Execution: Plan and execute tax projects across diverse industries; provide innovative tax planning and compliance expertise while managing engagements to budget.
- Complex Compliance: Research and consult on various tax matters utilizing advanced software to process returns and respond to inquiries from the IRS and other authorities.
- Client Advisory: Serve as a key point of contact for high-net-worth individuals family offices and private companies maintaining active communication to manage expectations and deadlines.
- Leadership & Mentorship: Supervise train and mentor staff on tax projects providing critical performance feedback and coaching to the next generation of tax professionals.
- Strategic Implementation: Identify tax-saving opportunities and work alongside technical specialists to resolve complex issues involving US GAAP and multi-entity structures.
Required Qualifications
- Education: Bachelors degree in Accounting (Must meet the 150-hour requirement to sit for the CPA exam).
- Experience: 26 years of progressive tax experience in Public Accounting (or a blend of public and industry).
- Technical Proficiency: Strong skills in US GAAP and tax compliance for Partnerships S-Corps Individuals and Trusts.
- Soft Skills: Exceptional interpersonal presentation and communication skills with a proven ability to manage multiple priorities in a fast-paced environment.
- Mobility: Ability to travel as needed to meet client and project demands.
Preferred Qualifications
- CPA License: Highly preferred.
- HNW Experience: Proven track record working with high-net-worth individuals owners of closely held businesses and private family offices.
- Strategy: Demonstrated success in the implementation of complex tax strategies.
The Environment
We believe that together is how we succeed. You will have the resources of a large firm with the local feel of our Tulsa office. Our culture is results-based and interactive designed to help you achieve more confidently.
View more
View less