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, 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 Alternative Minimum Tax (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 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, and more

Location

• Position requires up to 20% travel

Applications will be accepted until the position is filled. Employment consideration is provided without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, marital status, citizenship status, or any other protected status by law.

Note: Sponsorship for H-1B visas is generally not provided except under specific policy conditions.