TAX DIRECTOR Hybrid - Work from both home and office.
p>We are proud to be recognized as a great place to work, having been named among the 100 Best Companies to Work For in Seattle Business Magazine and Washington's Best Workplaces in the Puget Sound Business Journal. Headquartered in Seattle and Barcelona, we're a values driven, fast-growing tech company focused on building safe and personalized experiences tailored to the needs of each unique pet.
p>The Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns.
If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com . Our focused model and bold ambition have put us at the center of?the events?that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Work you'll do As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: + Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities + Collaborating with client executives, external counsel, underwriters, and capital markets stakeholders throughout Securities and Exchange Commission (SEC) filing and transaction processes + Leading complex tax modeling and computation projects, identifying technical tax issues, and helping implement tax structures and process improvements + Supporting the development and enhancement of proprietary technology and data-driven solutions grounded in U.S. federal income tax principles + Leading engagement teams, mentoring professionals, managing client relationships, identifying service opportunities, and contributing to recruiting and marketplace initiatives A successful candidate would possess these skills: + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to mentor and provide clear guidance to others The team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that brings together specialized tax offerings designed to address complex technical, transactional, and emerging business issues. + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM) + Experience at a Big 4 firm or large certified public accountant (CPA) firm + Experience with public offering transactions, including Up-C structures, special purpose acquisition companies (SPACs), or tax receivable agreements + Experience with mergers and acquisitions transactions + Experience using Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft Visio, or Alteryx + Experience managing project budgets, workplans, and multiple concurrent engagements The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
p>We are proud to be recognized as a great place to work, having been named among the 100 Best Companies to Work For in Seattle Business Magazine and Washington's Best Workplaces in the Puget Sound Business Journal. Headquartered in Seattle and Barcelona, we're a values driven, fast-growing tech company focused on building safe and personalized experiences tailored to the needs of each unique pet.
Delegate tasks to assigned staff, regularly communicate with clients and other Clark Nuber staff, respond to questions, clarify assignments and review work completed. For existing agreements, a role must be approved by the Human Resources department in writing and open to external search; otherwise, submittals and referrals will be considered Clark Nuber property and not subject to fees.
p>In this role, you'll work alongside passionate colleagues to design and execute comprehensive tax strategies for high-net-worth individuals, family offices, and their affiliated entities. Delegate tasks to assigned staff, regularly communicate with clients and other Clark Nuber staff, respond to questions, clarify assignments and review work completed.
We are proud to be recognized as a great place to work, having been named among the 100 Best Companies to Work For in Seattle Business Magazine and Washington’s Best Workplaces in the Puget Sound Business Journal. Headquartered in Seattle and Barcelona, we’re a values driven, fast-growing tech company focused on building safe and personalized experiences tailored to the needs of each unique pet.
To qualify for the role, you must have** + A bachelor's degree and 5 years of related work experience + CPA certification, Member of the US Bar or professional designation from the IPT + Technical expertise and experience related to compliance, audit defense and consulting for abandoned and unclaimed property services is preferred + Performance and process advisory experience related to unclaimed property compliance is preferred + Excellent managerial, organizational, analytical and verbal/written communication skills **What we look for** Leaders who balance client impact with quality and risk discipline, apply sound judgment to ambiguous problems, and elevate outcomes through team guidance, clear communication, and a global, inclusive mindset. + Contributing to client satisfaction by providing timely and responsive services and work products + Staying informed of current technical developments and effectively apply knowledge to client situations + Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property situation and arrive at appropriate conclusions + Demonstrate an understanding of increasingly complex unclaimed property concepts.
You will work directly with the client, manage the tax engagement team, have access to state-specific and technical specialists when needed, have the support of others in MTS that have deep relationships with our Clients and be connected to a strong support system from firm Leadership to ensure you are set up for success in your role and career. We are looking for sharp, analytical Tax Managers, ready to take on new challenges, to join the State Strategic Tax Review group and work with a team focused entirely on delivering valuable, unique and innovative services to our Clients.
p>The Tax Manager will lead client engagements, manage complex tax work, review returns, and serve as a trusted advisor to clients. This role is ideal for someone who enjoys both technical tax work and meaningful client interaction, and who thrives in a smaller firm environment where they can make a direct impact.
Responsibilities will include: + Preparing and reviewing complex tax returns for high-net-worth individuals, corporations, and partnerships + Regularly interacting with interesting, complex families to help them solve their problems + Tax planning + Consulting + Mentoring junior staff Required Experience: + A Bachelor's degree in Accounting, Business Administration, or a related field + CPA license + 3-5 years of public accounting firm tax experience + High proficiency with high-net-worth individuals, corporate, and partnership taxation + Interest and experience in tax research + Strong written and verbal communication skills + Excellent organizational skills, including the ability to juggle multiple client engagements Keyword: Senior Tax Associate From: Coldstream Wealth Management This position offers a hybrid work environment, with team members working in-office three days per week and two optional work-from-home days outside of tax season, and four days in-office during tax season.
Analyze an evolving portfolio of complex tax operations to provide meaningful business insights + Identify potential opportunities and risks and communicating these to our clients + Learn and researching current market trends, to maintain your credibility as a trusted advisor + Develop clear, intelligent plans and approaches to improve our clients' tax activities + Research our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs + Manage a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential **Skills and attributes for success** Client-facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes. **To qualify for the role, you must have** + A Bachelor's degree in Accounting, Finance, Business or a related discipline + A minimum of 5 years professional knowledge in a broad range of sales and use tax processes, concepts and tools + An achieved CPA qualification, state bar membership, certification as a member of the Institute for Professionals in Taxation or CMI designation + Experience managing budgets, people and projects + A proven record of excellence in a professional services or tax organization + Technical writing and research experience in a tax context + The ability to prioritize when working on multiple complex projects + Strong influencing skills, and the confidence to question existing processes + Willingness to travel as needed, and working in a balanced hybrid environmen + Tax legislation and impact assessment.
We are proud to be recognized as a great place to work, having been named among the 100 Best Companies to Work For in Seattle Business Magazine and Washington’s Best Workplaces in the Puget Sound Business Journal. Headquartered in Seattle and Barcelona, we’re a values driven, fast-growing tech company focused on building safe and personalized experiences tailored to the needs of each unique pet.
p>At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
p>As trusted advisors and dedicated partners, our highly motivated tax managers work with other team members to provide closely held companies and high net worth individuals with tax and accounting services (including planning, consulting, research, and compliance) that meet their present needs and help them secure a prosperous future. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential.
Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement.