Apercen Partners LLC

Tax Senior Associate - Exempt Entities

Job Locations US-CA-Pasadena | US-IL-Chicago | US-NY-New York | US-CA-Palo Alto | US-OR-Portland | US-CA-San Francisco
Posted Date 5 months ago(1/6/2020 2:23 PM)
Job ID
2020-1129
Department
Tax

Overview

Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families.  Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries.  Our growth has been driven by superior client service and supported by a dynamic and innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization. 

 

While tax is the core of what we do at Apercen, our clients consider us trusted advisors for all financial aspects of their personal and professional lives. Our platinum-level client service model has allowed us to develop deep-rooted relationships with our clients and their advisory teams. As Apercen continues to grow, we are seeking individuals who can advise clients as well as manage, grow and develop their own teams. 

Responsibilities

  • Oversight of the tax and audit compliance work for private foundations and other exempt organizations, reviewing work product as needed
  • Assistance with the planning, execution and delivery of consulting projects
  • Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice
  • Oversight of general ledgers and financial reporting of exempt entities
  • Collaborate with leadership on the development and implementation of best practices
  • Train, motivate, and develop staff level tax professionals
  • Act as the point of contact for internal teams and external clients and advisors

Qualifications

  • 3-6 years of tax experience, focused in the exempt entities space in a public accounting firm or law firm
  • Experience building and managing client relationships
  • Bachelor’s degree from an accredited college/university
  • Experience with exempt organizations with complex tax issues
  • Experience with alternative investments and unrelated business income
  • Basic understanding of generally accepted accounting principles as they relate to exempt organizations
  • Ability to manage large multiple projects concurrently
  • Ability to build and maintain a proactive, professional relationship with teams and clients
  • Strong written and verbal communication/presentation skills (including the ability to breakdown and simplify complex tax issues for presentation to clients)
  • Ability to train, develop and coach staff (including providing timely and meaningful written and verbal feedback)
  •  

    Desired Qualifications:             

  • JD., LL.M. in Taxation, and/or Master's in Taxation (MST/MBT) from an accredited college/university
  • Experience with venture capital, private equity and hedge funds
  • Systems: GoSystems, Checkpoint RIA, Microsoft Office (advanced excel capabilities)

 

*Apercen Partners offers competitive benefits including medical, dental, vision, 401K matching, paid firm holidays, paid time off and firm-sponsored technology.

 

Questions?  Please email careers@apercen.com 

 

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