Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
- Conduct primary and secondary review of complex tax returns – including federal and state filings;
- Provide ASC 740 tax provision support and review preparation;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
As a member of the Commercial practice, Directors oversee the efforts of multiple client service teams on engagements for a variety of clients, from fast growing early-stage to large multinational public companies. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Directors conduct secondary review of, and have ultimate responsibility for, complex tax returns including federal and state filings, as well as provide ASC 740 tax provision support.
Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects and assessing performance for engagement reviews.
As a member of the Alternative Investment Funds practice, Directors oversee the efforts of multiple client service teams on engagements for a variety of clients, including hedge funds, private equity, fund of funds, and venture capital. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget. Directors conduct secondary review of, and have ultimate responsibility for, complex tax returns related to alternative investments for both national and foreign entities.
Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
Alternative Investment Funds (Private Equity, Family Office, Venture Capital) Managers serve as members of various client service teams. Managers must possess strong knowledge of financial reporting and back office operations related to alternative investment funds. In addition to the preparation and review of financial statements, Managers participate in client issues resolution, investor relations, and communicate directly with clients and financial management. Managers mentor junior team members and serve as Career Advisors.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.);
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal training, on the job training, direct feedback from practice leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Associates can expect to:
- Review and prepare tax returns.
- Continue to build their technical knowledge of tax planning, consulting, and compliance, for national and foreign entities through formal and on the job training.
- Consistently work with management to identify and research complex client issues.
- Provide regular updates to clients.
- Assist in project management of compliance and consulting engagements.
- Supervise and participate in the professional development of Associates and Interns; and
- Receive formal tax training related to Alternative Investment Funds, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.)
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
- Conduct primary and secondary review of complex federal and state tax returns.
- Supervise, train, mentor and evaluate the performance of Seniors, Associates, and Interns.
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Associates can expect to:
- Review and prepare complex tax returns;
- Engage in the tax planning and consulting process;
- Collaborate with engagement team to identify and research complex client issues and recommend solutions;
- Draft technical tax memoranda;
- Provide regular updates to clients;
- Assist in project management of compliance and consulting engagements;
- Supervise, train and mentor Associates and Interns; and
- Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
As a member of the Private Client Services practice, Senior Associates participate in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Associates prepare and review tax returns as well as manage the work product of Experienced Associates on various engagements. Senior Associates must possess strong technical knowledge of tax planning, consulting, and compliance for both federal and state filings.
Senior Associates interact heavily with management on a day-to-day basis and are expected to assist Managers in identifying and researching various client issues, and regularly communicate with clients.
Experienced Associates with our Alternative Investment Funds practice, Experienced Associates work with multiple teams to serve a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Experienced Associates can expect to:
- Engage in tax preparation, planning, research, and the consultation process for clients;
- Supervise and mentor interns; and
- Receive formal tax training related to Alternative Investment Funds, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
As a member of the Private Client Services practice, Tax Directors oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget.
Directors conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings. Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
Senior Associates in our Commercial practice will engage in the tax planning and consulting process for a wide range of clients, varying from multi-national corporations to early stage start-ups.
Seniors can expect to:
- Prepare and review ASC 740 tax provisions;
- Review and prepare tax returns;
- Collaborate with engagement team to identify and research complex client issues and recommend solutions;
- Draft technical tax memoranda;
- Provide regular updates to clients;
- Assist in project management of compliance and consulting engagements;
- Supervise, train and mentor Associates and Interns; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
- Conduct primary and secondary review of complex tax returns – including federal and state filings;
- Provide ASC 740 tax provision support and review preparation;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Associates can expect to:
- Review and prepare tax returns.
- Continue to build their technical knowledge of tax planning, consulting, and compliance, for national and foreign entities through formal and on the job training.
- Consistently work with management to identify and research complex client issues.
- Provide regular updates to clients.
- Assist in project management of compliance and consulting engagements.
- Supervise and participate in the professional development of Associates and Interns; and
- Receive formal tax training related to Alternative Investment Funds, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.)
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
- Conduct primary and secondary review of complex federal and state tax returns.
- Supervise, train, mentor and evaluate the performance of Seniors, Associates, and Interns.
State and Local Tax (SALT) Experienced Associates serve as members of various client service teams. Experienced Associates receive both formal and on-the-job training to hone and develop their technical knowledge. Experienced Associates prepare corporate state and local income tax filings, extensions, estimates and all supporting state apportionment, taxable income and modification workpapers.
In addition to the preparation of state and local tax returns, Experienced Associates participate in the state and local tax planning, modeling, conduct research and consult on a variety of matters for corporate clients
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Associates can expect to:
- Review and prepare complex tax returns;
- Engage in the tax planning and consulting process;
- Collaborate with engagement team to identify and research complex client issues and recommend solutions;
- Draft technical tax memoranda;
- Provide regular updates to clients;
- Assist in project management of compliance and consulting engagements;
- Supervise, train and mentor Associates and Interns; and
- Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
As a member of the Private Client Services practice, Tax Directors oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Directors plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; market, design, and implement tax-planning strategies for clients and manage to budget.
Directors conduct secondary review of, and have ultimate responsibility for, complex income tax returns including federal and multi-state filings. Directors maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively. Directors are responsible for managing, developing, training, and mentoring Associates and Managers on tax projects, and assessing performance for engagement reviews.
Corporate Tax ASC 740 Managers serve as members of various client service teams. Corporate Tax ASC 740 Managers must possess strong technical knowledge of corporate and partnership tax planning, consulting, compliance and ASC 740 provision work. In addition to preparing and reviewing accounting for income taxes in accordance with ASC 740, Corporate Tax ASC 740 Managers participate in identifying value-added planning opportunities and communicating with clients and financial managers. Corporate Tax ASC 740 Managers must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Senior Associates, Experienced Associates and Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of a Corporate Tax ASC 740 Manager’s responsibilities.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
- Conduct primary and secondary review of complex tax returns – including federal and state filings;
- Provide ASC 740 tax provision support and review preparation;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Experienced Senior Associates in our Commercial practice will engage in the tax planning and consulting process for a wide range of clients, varying from multi-national corporations to early stage start-ups.
Experienced Seniors can expect to:
- Prepare and review ASC 740 tax provisions;
- Review and prepare tax returns;
- Collaborate with engagement team to identify and research complex client issues and recommend solutions;
- Draft technical tax memoranda;
- Provide regular updates to clients;
- Assist in project management of compliance and consulting engagements;
- Supervise, train and mentor Associates and Interns; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
- Conduct primary and secondary review of complex tax returns – including federal and state filings;
- Provide ASC 740 tax provision support and review preparation;
- Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
- Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
