Description:
Duties and Responsibilities aligned with Key Results: People, Client, Values- Develop and implement Firm policy relating to the tax practice.
- Issue timely information to tax professionals on new Firm policies or changes in Firm policy and procedure, including return preparation, disclosure, listing requirements, material advisor requirements, etc.
- Coordinate Firm compliance with Internal Revenue Service and other regulatory and professional requirements regarding the tax practice.
- Act as liaison with Tax Operations and with other Firm-wide support functions (e.g., Legal and Compliance).
- Review new tax services (in collaboration with practice and procedure teams) from a professional practice and risk management perspective, including Firm opinion letters.
- Assist in the identification, review, and resolution of conflicts and assist with approval of new tax clients and engagements.
- Evaluate and approve requests to modify Standard Terms and Conditions on engagement letters to ensure in compliance with Circular 230 and other regulatory or state requirements.
- Develop and conduct Firm-wide tax risk management and professional practice training, including preparer penalties, signing of returns, tax shelter requirements, etc..
- Assist with annual interoffice and intraoffice tax quality performance or compliance programs.
- Assist with other professional practice issues as necessary.
Education/Experience:
Juris Doctor degree from an accredited law school required, with at least 10 years combined tax experience in a law firm, in-house legal department, large financial advisory firm, or the Internal Revenue Service. Federal and State Tax experience required; tax generalist experienced in case resolution, driving revenue, enterprise risk management, and thought leadership.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.
Work Environment:
- Standard office or home office work environment.
- Position requires regular interaction with coworkers and clients both in person and via e-mail and telephone.
- Independent travel requirement: Less than 15%.
