about 1 month ago

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Partnership Tax Advisor - National Tax Office Remote United States; Billings, Montana; Butte, Montana; Chico, California; Fresno, California; Great Falls, Montana; Helena, Montana; Jackson, Missouri; Lenexa, Kansas; Loveland, Colorado; Missoula, Montana; Indianapolis, Indiana; Brentwood, Tennessee; Sacramento, California; Wichita, Kansas United States Partnership Tax Advisor - National Tax Office

$85k - $195k

Pinion

Fresno, CALenexa, KSWichita, KSRemoteUSIndianapolis, INSacramento, CA

Our communities and industries are at the heart of everything we do. Pinion is a Top 70 accounting and consulting firm that promotes a team approach to serving clients. We are adding a tax expert to the National Tax Solutions (NTS) team, our National Tax Office. We seek a leader, ready to apply their tax and business foundation as they move toward deeper technical areas of client service. It’s interesting work and every day is different. Your exposure to many different problems and proposed solutions will help you become a better solutions provider, and ultimately an even better consultant. Our values are a guidepost for how we relate to the people we work with - collaborative, engaged and joy-filled. We are looking for tax professionals to join our team who embrace our values of: Collaboration. Share experiences, create growth, and innovate together Exploration. Be tenacious and curious, discover possibilities and create solutions Initiative. Act. Move with intention and agility, always eager to capitalize on opportunities and lead change Role Overview: If you’re a tax-focused CPA or JD, ready to experience a different way of serving clients, look no further. In this tax research and consulting role, you’ll serve as a creative thinker who isn’t afraid to think outside the box, suggesting new solutions, turning a question into a project and asking “What if…?” You’ll help clients from a variety of industries strategically grow their business as you guide them through entity selection and reorganization, buying and selling businesses, and modeling transactions. This role will provide you with an opportunity to challenge the status quo and make a real difference as you effectively assess, understand, and communicate risk. Our best tax consultants... Specialize in partnerships and enjoy creative problem-solving Look beyond the technical details to recognize and help others see the big picture Dig into the root issue, often turning it into an opportunity for greater client service What you’ll be doing: Analyze and interpret partnership agreements to determine the allocation of taxable income to partners. Develop standardized technology to aid in the determination of partnership allocations, liability analysis and capital account maintenance. Utilize technical partnership tax knowledge to resolve potential tax issues and assist in the calculation of partnership items. Collaborate with internal teams and external advisors to develop and implement tax strategies that optimize tax obligations. Stay abreast of current tax laws and regulations and assess their impact on partnership activities. Provide tax guidance on mergers, acquisitions, and restructurings involving partnerships. Assist with tax audits and inquiries from tax authorities, and effectively manage any disputes or negotiations. Educate and provide training to internal stakeholders on partnership tax matters to enhance company-wide tax awareness and compliance. Review complex partnership tax returns to ensure compliance with all federal, state, and local tax regulations. What you’ll need for this position: 5+ years of experience with tax research and consulting Experience with general to complex partnership issues, such as section 754 elections, 704(c), Reverse 704(c), disguised sales, mergers and divisions, special allocations, debt and basis, and related tax reporting requirements Ability to read and understand financial statements and tax returns Curiosity to go beyond the textbook, asking hard questions and using technical skills to provide solutions to client problems Excellent written and verbal communication skills, including the ability to articulate complex financial and tax information to those within the firm as well as to clients and their advisors Ability to keep up with tax trends, IRS guidance, legislation, etc. and communicating updates with the firm Willingness to travel occasionally overnight up to 10% annually Bonus Qualifications: Transaction modeling and cash flow planning Desire and ability to review and consult on legal documents for transactions to make sure the ideas are properly implemented Experience using technical skills to develop new solutions to complex client problems Masters or LLM in Taxation What’s in it for you: A people-centered culture, with fun included among our core firm values A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm More freedom to explore your areas of interest A fast track to leadership and influence for those who pursue it Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k/profit-sharing, holidays, flexible work arrangements, and paid leave. Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 - $195,000. Remote Eligibility: This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list. Colorado Residents:In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer. EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. ## LI-REMOTE


What you’ll be doing: Analyze and interpret partnership agreements to determine the allocation of taxable income to partners. Develop standardized technology to aid in the determination of partnership allocations, liability analysis and capital account maintenance. Utilize technical partnership tax knowledge to resolve potential tax issues and assist in the calculation of partnership items. Collaborate with internal teams and external advisors to develop and implement tax strategies that optimize tax obligations. Stay abreast of current tax laws and regulations and assess their impact on partnership activities. Provide tax guidance on mergers, acquisitions, and restructurings involving partnerships. Assist with tax audits and inquiries from tax authorities, and effectively manage any disputes or negotiations. Educate and provide training to internal stakeholders on partnership tax matters to enhance company-wide tax awareness and compliance. Review complex partnership tax returns to ensure compliance with all federal, state, and local tax regulations.


What you’ll need for this position: 5+ years of experience with tax research and consulting Experience with general to complex partnership issues, such as section 754 elections, 704(c), Reverse 704(c), disguised sales, mergers and divisions, special allocations, debt and basis, and related tax reporting requirements Ability to read and understand financial statements and tax returns Curiosity to go beyond the textbook, asking hard questions and using technical skills to provide solutions to client problems Excellent written and verbal communication skills, including the ability to articulate complex financial and tax information to those within the firm as well as to clients and their advisors Ability to keep up with tax trends, IRS guidance, legislation, etc. and communicating updates with the firm Willingness to travel occasionally overnight up to 10% annually Bonus Qualifications: Transaction modeling and cash flow planning Desire and ability to review and consult on legal documents for transactions to make sure the ideas are properly implemented Experience using technical skills to develop new solutions to complex client problems Masters or LLM in Taxation What’s in it for you: A people-centered culture, with fun included among our core firm values A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm More freedom to explore your areas of interest A fast track to leadership and influence for those who pursue it Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k/profit-sharing, holidays, flexible work arrangements, and paid leave. Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 - $195,000. Remote Eligibility: This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list. Colorado Residents:In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer. EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. ## LI-REMOTE