Partner Tax Preparation Advisor Senior Associate

Overview

This full-time role involves providing individual tax compliance and planning services for executives, including handling partnership K-1 income, state tax credits, composite returns, alternative minimum tax (AMT), and year-end planning. The position requires up to 20% travel.

Responsibilities

• Manage individual tax compliance and planning for executives
• Handle partnership K-1 income, state tax credits, and composite returns
• Conduct AMT and year-end tax planning
• Analyze complex tax problems and develop solutions
• Mentor and guide junior team members
• Maintain high standards in deliverables
• Build and maintain client relationships
• Develop a thorough understanding of the business context and how it is evolving

Requirements

• Bachelor's degree in Accounting or Finance
• Minimum of 2 years of relevant experience
• Certified Public Accountant (CPA) designation or commitment to pass the CPA exam before promotion to Manager and obtain CPA licensure thereafter; alternatively, Enrolled Agent or Member of the Bar

Preferred Qualifications

• Master's degree in Business Administration, Management, Finance, Accounting, or Economics
• Experience with individual tax compliance and planning for executives
• Familiarity with professional service environments
• Experience preparing and reviewing individual tax returns and tax planning
• Ability to work effectively with virtual teams
• Skills in identifying and addressing client tax issues
• Experience managing engagements and balancing project economics
• Demonstrated project leadership experience
• Ability to create a positive work environment by managing deadlines and workload

Skills

• Respond effectively to diverse perspectives and needs
• Utilize a broad range of tools and methodologies to generate ideas and solve problems
• Apply critical thinking to break down complex concepts
• Understand broader project objectives and how individual work fits into overall strategy
• Use reflection to develop self-awareness and enhance strengths
• Interpret data to inform insights and recommendations
• Uphold professional and technical standards, including adherence to tax and audit guidance, code of conduct, and independence requirements

Compensation & Benefits

• Salary range: $55,000 - $151,470 (varies by location and experience)
• For residents of Washington state, salary range: $55,000 - $187,000
• Annual discretionary bonus eligibility
• Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, among others

Location

• This position may require up to 20% travel

Applications will be accepted until the position is filled.