Whitman Transition Advisors LLC

Associate Tax Partner (Hybrid)

Whitman Transition Advisors LLC San Francisco Bay Area
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Kirk Lastierre

Kirk Lastierre

🚀 Talent Matchmaker | Tech, Healthcare & Public Accounting Specialist | Connecting the Best with the Brightest 🌟 | Your Career Architect…

Type of Role: Associate Partner

Reporting to: Partner

Location: Open for candidates in California (San Francisco/San Jose) or New Jersey/New York


Our premiere Top 20 fastest growing CPA firm is seeking an outstanding professional with relevant experience for the position of Associate Partner – Taxation in California or the NY/NJ metro area. A career within Tax services will provide you with the opportunity to help their clients meet their tax obligations while managing the impact of tax on their portfolio.


Key Responsibilities:

  • Manage a portfolio of clients of varying size and scope and act as the point of contact for these clients, primarily Corporations with cross-border structures (either US inbound or US outbound).
  • Timely final review and delivery of federal and state income tax compliances, including quarterly estimates.
  • Provide federal and international tax advisory services to corporates.
  • Assist with federal and state audits, including correspondence, compilation of data requests, and audit coordination.
  • Liaison with our India team/India-based subcontractor regularly for the execution of tax compliances/tax advisory services.
  • Manage risk and performance of engagements, including project budgets, resource planning, status, and financial metrics.
  • Participate in and contribute to marketing and business development activities of the firm.


Qualifications & Experience:

  • 10+ years in public accounting firms combined with advanced academic qualifications; active CPA (current and valid license required).
  • Strong technical skill in federal, international, and multi-state taxation. Knowledge of internal tax aspects like GILTI, FDII, 163(j), etc., and related compliances like Form 5471, 5472, 8990, 8992, etc., is necessary.
  • Experience in federal and international tax advisory matters, such as tax-free reorganizations, tax due diligence, tax structuring advisory, withholding tax issues, etc.
  • Proficient knowledge of automated tax processing systems and Microsoft Office tools, including hands-on experience with advanced Excel features, Thomson Reuters GoSystems, and tax research applications.
  • Excellent supervisory, analytical, and leadership abilities.
  • Excellent verbal and written communication skills with the ability to articulate complex information.
  • Demonstrate problem-solving ability along with attention to detail and the coordination of multiple tasks simultaneously.
  • Show a flair for business development within the West Coast market.

  • Seniority level

    Director
  • Employment type

    Full-time
  • Job function

    Finance and Accounting/Auditing
  • Industries

    Financial Services and Accounting

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