Partnership Private Equity Portfolio Company, Senior Associate 1

Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Pass Through, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.

As a Tax Senior Associate with RSM-USI , you will be responsible for the following job duties which are focused around two core concepts: your technical & quality expertise and delivering excellent client service.

Responsibilities:

• Provide detail review and analysis of tax returns.
• Work on complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team. Need to a good self-review of the tax returns.
• Remain up to date on current tax practices and changes in tax law.
• Review research findings and ensure conclusions are consistent with firm policies and professional standard.

Basic Qualifications:

• Bachelors & Master s Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA)
• Must have at least 3+ years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities.
• Experience with one or more of the following: S-Corps or Partnerships/LLCs
• Effective verbal and written communication skills
• Strong Microsoft Excel and Word skills required

Preferred Qualifications:

• Experience with a national or large regional accounting firm
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Strong technical skills in accounting and tax preparation, industry specialization is a plus
• Familiarity with tax research tools (Bloomberg BNA, RIA Checkpoint, etc. ) and tax preparation technology (CCH Axcess preferred)
• Experience with partnership taxation
• Experience/familiarity with capital account analysis
• Experience/familiarity with 704 , 754 matters and M&A implications related to PPA
• International tax matters K-2/K-3 reporting
• Experience with partnership taxation
• Experience/familiarity with capital account analysis
• Experience/familiarity with 704 , 754 matters and M&A implications related to PPA