Experienced Tax Staff

Accountabilities

• Dedicate approximately 70–80% of your time to Section 42 LIHTC compliance projects while supporting traditional tax engagements as business needs require, particularly during peak tax season.

• Prepare federal, state, and local tax documents and returns while applying a strong understanding of partnership taxation and relevant tax requirements.

• For supervisory-level responsibilities, review federal, state, and local tax documents prepared by junior staff and offshore preparers, ensuring technical accuracy and quality.

• Research new and complex tax matters involving affordable housing, LIHTC, partnership taxation, real estate, nonprofit organizations, and related areas, and prepare supporting memoranda documenting conclusions.

• Apply practical knowledge of LIHTC projects, including credit calculations, first-year credit projects, project reviews, and related compliance requirements.

• Work directly with client personnel regarding engagement status, deadlines, information requests, tax compliance matters, and other project requirements.

• Communicate effectively with LP investors, GPs, nonprofit organizations, and other stakeholders involved in LIHTC and related tax engagements.

• Prepare and support tax work for large nonprofit developer clients, including Form 990 filings and related requirements.

• Guide, train, and develop junior staff and offshore preparers, with supervisors also supporting annual tax training and technical development.

• Manage multiple engagements, deadlines, and competing priorities while maintaining a high standard of accuracy, organization, and client service.

• Stay current with tax developments and professional standards through continuing education, professional publications, networking, and participation in relevant professional organizations.

• Depending on experience and placement, take on additional engagement oversight, technical review, staff development, and team leadership responsibilities.

Requirements:

• You have at least 3 years of tax experience in public accounting, with demonstrated experience handling complex tax compliance and advisory matters.

• You have experience with Section 42 LIHTC compliance and understand the practical intricacies of LIHTC projects, including credit calculations, first-year credit projects, and project reviews.

• Experience with both LIHTC and traditional tax work is highly desirable, particularly experience involving high-net-worth individuals, trusts, corporations, and similar entities.

• You have experience working with partnership taxation and, ideally, with real estate and nonprofit tax matters, including large nonprofit developer Form 990 returns.

• You are comfortable communicating with LP investors, GPs, and client personnel regarding technical tax matters, project status, deadlines, and information requirements.

• A Bachelor’s degree in Accounting or a related field is required, while a current CPA license is preferred but not mandatory.

• A Master’s degree in Taxation is highly advantageous.

• You have a solid understanding of fundamental accounting and tax principles and can independently research and resolve complex tax questions.

• You are a self-starter who can work effectively in a fully remote environment while maintaining strong accountability and productivity.

• You have excellent organizational skills, exceptional attention to detail, and the ability to manage multiple engagements and time constraints successfully.

• You are proficient in Microsoft Office, particularly Excel, and comfortable working with detailed financial and tax information.

• You have excellent written, verbal, and interpersonal communication skills and can explain technical matters clearly to clients and colleagues.

• You are highly motivated, collaborative, and interested in developing your technical expertise and leadership capabilities.

• For supervisory-level placement, you should demonstrate the ability to review technical work, oversee engagements, develop staff, and provide effective team leadership.

Benefits:

• Salary range of approximately $95,000–$120,000 for the San Francisco Bay Area, with compensation adjusted according to the cost of living and market rates in the candidate’s area of residence.

• 100% remote working model with flexible work arrangements.

• Paid time off and time off for major holidays.

• Company-paid long-term disability coverage.

• Employee Assistance Program.

• Medical, dental, and vision insurance, including PPO and HMO options, with premiums fully paid for employees.

• Pre-tax healthcare reimbursement program.

• 401(k) plan with a 3% annual compensation contribution, employer matching, and profit-sharing opportunities.

• Annual salary reviews and regular performance feedback.

• Education and CPA license reimbursement.

• Regular technical training and support for CPA continuing education hours.

• Referral commissions for new business and experienced professional hires.

• Opportunities for continued professional development and advancement within tax and accounting.