What are the responsibilities and job description for the Partnership Taxation Manager (Operating) position at Veracity Software Inc?
Hybrid
3x per week
Philadelphia, PA 19103
As a Partnership Taxation Manager (Operating), you will conduct primary and secondary reviews of complex partnership tax returns and provide tax consulting services to operating partnership clients. You will collaborate closely with the Partnership Tax team to deliver accurate, compliant, and high-value tax solutions, with a strong focus on quality, client service, and partnership taxation under Subchapter K. From day one, you will be supported by robust tools, resources, and a collaborative environment designed to help you thrive and grow confidently.
Key Responsibilities
Full Name:
Degree Major with University and Completion Year:
CPA License: (Yes/No - Active State[s])
Team Leadership / Mentoring Experience: (Yes/No - team size)
Client-Facing / Relationship Management Experience: (Yes/No)
Years of Partnership Tax Experience (Subchapter K):
Public Accounting Experience: (Yes/No - years)
Partnership Structuring Experience: (Yes/No - brief details)
Entity Formation Experience: (Yes/No - brief details)
M&A Tax Experience: (Yes/No - brief details)
IRC Subchapter K Expertise: (Strong / Moderate / Limited)
Experience with 704(b) Capital Accounts: (Yes/No)
US GAAP & Partnership Returns Proficiency: (Yes/No)
Please indicate the percentage of time the candidate is willing to travel:
Is the candidate currently subject to any non-compete or non-solicitation agreement with a current or former employer?
What percentage of your work is operating partnership tax work?
How many years of operating partnership tax experience do you have?
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn ID:
Full Address (Street, City, State, Zip Code):
Notice Period: (in weeks)
Expected Salary:
Are you able to work Hybrid (3 days onsite per week) in Philadelphia, PA 19103? (Yes/No)
3x per week
Philadelphia, PA 19103
As a Partnership Taxation Manager (Operating), you will conduct primary and secondary reviews of complex partnership tax returns and provide tax consulting services to operating partnership clients. You will collaborate closely with the Partnership Tax team to deliver accurate, compliant, and high-value tax solutions, with a strong focus on quality, client service, and partnership taxation under Subchapter K. From day one, you will be supported by robust tools, resources, and a collaborative environment designed to help you thrive and grow confidently.
Key Responsibilities
- Perform primary and secondary reviews of complex partnership, joint venture, and non-corporate entity tax returns
- Evaluate tax aspects of partnership agreements and manage IRC
- 704(b) capital accounts
- Manage multiple client service teams on engagements; plan, execute, and complete tax projects across various industries
- Provide innovative tax planning, consulting, and compliance services, including partnership structuring, entity formation, and M&A-related tax matters
- Design and implement tax-planning strategies while managing engagement budgets and timelines
- Research and consult on complex tax matters, primarily related to Subchapter K partnership taxation
- Utilize tax-related software and research tools to prepare, review, and process returns
- Respond to inquiries from the IRS and other tax authorities
- Maintain proactive client communication to manage expectations, meet deadlines, and strengthen client relationships
- Manage, develop, train, and mentor staff; conduct engagement-level and year-end performance reviews
- Support business development activities, including opportunity identification, proposal development, and client pursuits
- Perform other duties as assigned
- Bachelor's degree in Accounting
- CPA certification (Required)
- Minimum 6-10 years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of public accounting and industry
- Strong experience in partnership taxation with a focus on Subchapter K
- Ability to work in-office 3 days per week (Hybrid model)
- Ability to travel as business needs require
- Experience with partnership structuring, entity formation, and mergers & acquisitions
- Advanced knowledge of US GAAP, partnership returns, joint ventures, and non-corporate entity taxation
- Strong understanding of IRC Subchapter K partnership taxation and
- 704(b) capital accounts
- Excellent analytical, technical, and tax accounting/technology skills
- Exceptional client service and communication skills with a demonstrated ability to build and maintain strong client relationships
- Proven leadership skills, including recruiting, training, coaching, and mentoring professionals
- Strong written, interpersonal, and presentation skills
- Ability to manage multiple engagements and competing priorities in a fast-paced, results-driven environment
Full Name:
Degree Major with University and Completion Year:
CPA License: (Yes/No - Active State[s])
Team Leadership / Mentoring Experience: (Yes/No - team size)
Client-Facing / Relationship Management Experience: (Yes/No)
Years of Partnership Tax Experience (Subchapter K):
Public Accounting Experience: (Yes/No - years)
Partnership Structuring Experience: (Yes/No - brief details)
Entity Formation Experience: (Yes/No - brief details)
M&A Tax Experience: (Yes/No - brief details)
IRC Subchapter K Expertise: (Strong / Moderate / Limited)
Experience with 704(b) Capital Accounts: (Yes/No)
US GAAP & Partnership Returns Proficiency: (Yes/No)
Please indicate the percentage of time the candidate is willing to travel:
Is the candidate currently subject to any non-compete or non-solicitation agreement with a current or former employer?
What percentage of your work is operating partnership tax work?
How many years of operating partnership tax experience do you have?
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn ID:
Full Address (Street, City, State, Zip Code):
Notice Period: (in weeks)
Expected Salary:
Are you able to work Hybrid (3 days onsite per week) in Philadelphia, PA 19103? (Yes/No)