Manager, Federal Tax (Portfolio Tax Services)

$105,000 - $130,000/Yr

Alvarez & Marsal - Westchester, CA

Part-time - Mid Level

Westchester, CA

Professional, Scientific, and Technical Services

About the position

A&M is a dynamic group of entrepreneurial professionals dedicated to solving client problems and helping them reach their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. We provide a collaborative environment and engaging work, guided by our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. Our services include tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Notably, our tax practice allows professionals to work without audit conflict, acting as trusted business advisors. We emphasize career development and reward our teams based on their achievements. We are currently seeking a Manager to join our Federal Tax team, which specializes in tax consulting and compliance services for pass-through entities such as partnerships and S-Corps. The role involves managing the tax compliance process for these entities, including estimates, extensions, and annual compliance filings. The Manager will participate in tax planning for corporate clients and assist with compliance for select clients. Additionally, the Manager will lead special projects in technical areas, manage client communications, and create deliverables that meet client needs. In this position, you will also supervise and mentor Associate and Senior Associate teams, manage workloads, and encourage open expression of ideas. Business development is another key aspect of the role, where you will assist in creating resources and proposal materials. At A&M, we prioritize employee growth and well-being, providing robust performance development processes and resources to support personal journeys. Our Tax professionals appreciate the growth opportunities, unique culture, and the fun we have together.

Responsibilities

• Manage the tax compliance process for pass-through entities, including estimates, extensions, and annual compliance filings.
• Participate in tax-planning for corporate clients and assist with tax compliance for select clients.
• Lead special projects in specific technical areas such as tax basis balance sheets, capital account maintenance, tax distribution calculations, and structuring opportunities.
• Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations.
• Create deliverables that are concise, complete, and address the elements deemed critical by the client.
• Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams.
• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly.
• Supervise, develop, mentor, and motivate our Associate and Senior Associate teams by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere.
• Manage workload and deadlines for Associates and Senior Associates with a focus on quality, efficiency, and effectiveness of the project team.
• Encourage open expression of ideas and opinions and actively seek opportunities for others to share diverse experiences and perspectives.
• Assist with business development, including add-on work, by creating business development resources and proposal materials.

Requirements

• Bachelor's degree in Accounting.
• 4+ years' experience with federal and state pass-through entity (S-Corps, Partnerships) taxation.
• Experience with federal and state C-Corp taxation, including income tax provisions.
• CPA or Licensed Attorney.
• Prior proven experience leading and managing work streams and mentoring junior staff.
• Excellent verbal and written skills, with the ability to establish credibility and influence clients.
• Excellent research, writing, and analytical skills.
• Advanced user of all Microsoft Office products (with an emphasis on Excel) and research software.
• Experience with GoSystem Tax RS and OneSource preferred.
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow.
• Detail-oriented and possess strong organizational skills.

Nice-to-haves

• Experience with GoSystem Tax RS and OneSource preferred.

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• 401(k) retirement plan with discretionary contribution
• Paid time off including vacation, personal days, and sick time
• Ten federal holidays and one floating holiday
• Parental leave
• Discretionary bonus program based on individual and firm performance.