Partnership Taxation Senior Manager - Operating

PARTNERSHIP TAXATION SENIOR MANAGER - OPERATING

Location: Austin, TX Work Type: Hybrid Salary: $197,800 - $215,000/yr Position Type: Permanent

POSITION OVERVIEW

As the Partnership Tax Senior Manager, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide tax consulting services for partnership clients – all with the resources, environment, and support to help you excel. You'll collaborate with the Partnership Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality, and client service because together is how we succeed.

From day one, you'll be empowered by high-quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more confidently.

KEY RESPONSIBILITIES

• Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
• Attract and mentor talented professionals
• Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
• Develop and maintain new business and client relationships, both with existing firm clients and new clients
• Manage, develop, train, and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
• Research and consult on various tax matters, primarily in Sub-chapter K partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
• Lead and support business development activities, such as identification, proposal development, and other pursuit activities at clients
• Other duties as assigned

REQUIRED QUALIFICATIONS

• Bachelor's degree in Accounting
• Active CPA in the state of Texas or reciprocity to Texas (Required)
• Minimum ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
• Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, partnership returns, joint venture and non-corporate entity tax returns, and strong understanding of Sub-chapter K partnership taxation (Required)
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
• Ability to travel as needed
• Must be able to step into the role quickly and effectively, guiding complex engagements and mentoring junior team members
• Capable of becoming "actionable" leaders within a short ramp-up period (3–6 months)

PREFERRED QUALIFICATIONS

• Experience with partnership structuring, entity formation, and mergers & acquisitions
• Prior public accounting experience with Big 4 or top 15 firms
• Client revenue size experience of $50M to $1B
• Industry experience in retail, restaurant, hospitality, technology, financial services, professional services, manufacturing, B2B, and B2C sectors

NOTE: No sponsorship available. Regional relocation considered.

--- SCREENING QUESTIONS:

• You have a minimum of ten years of progressive tax compliance and/or tax consulting experience – can you walk us through your career progression and confirm how many years you've spent in public accounting versus industry settings?
• Can you describe your specific experience evaluating partnership agreements, managing IRC 704b accounts, and your depth of knowledge with Sub-chapter K partnership taxation?
• Tell us about your experience with partnership structuring, entity formation, and mergers & acquisitions. How hands-on have you been in these areas?
• This role requires you to mentor staff, manage multiple client engagements, and step into a leadership position effectively within 3–6 months. Can you provide examples of how you've demonstrated these capabilities in your current or previous roles?
• Your active CPA must be in Texas or have reciprocity to Texas. Can you confirm your current CPA status and jurisdiction?
• The role involves business development, client relationship management, and team leadership. What is your track record of building and maintaining client relationships, particularly with clients in the $50M to $1B revenue range?
• Can you describe your technical proficiency with US GAAP, partnership returns, joint venture returns, and non-corporate entity tax returns, as well as any experience with tax-related software platforms?