- Manage tax compliance as the primary point of contact with third-party tax preparers.
- Review federal and state tax filings, including Form 1065 and Schedules K-1.
- Apply partnership tax expertise to oversee allocations, distributions, and capital account maintenance.
- Manage ASC 740 income tax accounting for corporate entities.
- Respond to state tax notices and resolve open items.
- Reconcile tax-related general ledger accounts.
- Coordinate with investors regarding K-1 timing and financial statements.
- Support external audits and special finance projects.