Mills, Potoczak & Company Work Values

Daily Duties at Mills, Potoczak & Company:

Responsible for the oversight and management of firm wide tax functions and related policies and procedures. This included providing guidance in areas such as employee benefits, §446 accounting/tax methods, §1031 like-kind exchanges, Partnership allocations (§704(b)/§752/§754), Uniform Capitalization Rules (§263A), State and local tax nexus issues (P.L. 86-272), Mergers and Acquisitions and spin-offs (§355), Built in Gains and Losses (§1374), Consolidated Returns (§1501), R&D Credit (§41) and Depreciation (§167/§168/§179).• Responsible for tax function at firm, including client relationships, dealings with IRS, state and local authorities and tax planning.• Review of documents related to various plans and transactions including buy/sell agreements, wills, trust documents, partnership agreements, corporate articles of incorporation and corporate by-laws, and limited liability company operating agreements.• Clients range up to $200 million in size and included real estate, manufacturing, construction, transportation, and not-for-profit and professional associations.• Deal with international issues as warranted by client needs.• Deal directly with federal, state and local taxing authorities on behalf of clients for examinations and other matters.• Involved with merger and acquisition analysis, planning and negotiations.• Assist clients in wealth management and analysis.• Held final responsibility for compliance and planning functions, assisting clients in developing and executing tax reduction strategies.• Active practice of not-for-profit clients including public charities and private foundations.• Manage staff of five professionals.

What they like about Mills, Potoczak & Company:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Tax, Federal tax, Corporate tax, Partnership tax, individual tax, IRS

Skills

Tax Compliance, Tax Research, Federal Corporate Income Tax, Federal Individual Income Tax, Federal Partnership Income Tax, State and Local Income Tax, Real Estate Taxation, FAS 109/FIN 48, IRS Examinations, Various Tax Software, Microsoft Word, Microsoft Excel, Mergers/Acquisitions, Uniform Cost Capitalization, Nexus, Not-for-Profit Taxation

These are some of the questions we asked our climbers about their experiences with Mills, Potoczak & Company: