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

Compensation & Benefits

• Salary range: $55,000 - $151,470 (varies by location)
• For residents of Washington state, salary range: $55,000 - $187,000
• Actual compensation depends on skills, experience, qualifications, location, and applicable 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

• Position requires up to 20% travel

Applicants will be considered 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.

Sponsorship for work authorization is generally not provided except as specified by the employer's policy.

Applicants impacted by applicable Fair Chance Ordinances will have arrest or conviction records considered in accordance with relevant laws to ensure a secure and trusted workplace.