Partner Tax Preparation Advisor Senior Associate

Overview

This full-time role within the Internal Tax - Independence Requirement team focuses on managing individual tax compliance and planning for executives. Responsibilities include 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 nurture 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 team members
• 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

Compensation & Benefits

• Salary range: $55,000 - $151,470
• For residents of Washington state: $55,000 - $187,000
• Actual compensation depends on skills, experience, qualifications, location, and applicable employment laws
• Eligibility for an annual discretionary bonus
• 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. Specific location details are not provided.

The employer is an equal opportunity organization and considers all qualified applicants without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information, veteran status, marital status, citizenship status, or any other protected status by law.

Applicants requiring visa sponsorship should note that sponsorship is generally not provided except under specific policies.

Applications will be accepted until the position is filled or the posting is removed.