Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax compliance and tax planning guidance in a private tax setting, with work supporting high-net-worth individuals and privately-owned businesses, as well as owners within the organization.

As a Senior Manager, you will lead large projects, innovate processes, maintain operational excellence, and interact with clients at a senior level to drive project success. Responsibilities also include managing partnership K-1 income, state tax credits, and composite returns, along with leading and collaborating with team members virtually.

Responsibilities

• Provide tax compliance and planning guidance to owners
• Lead large projects and maintain operational excellence
• Innovate processes to enhance tax reporting and compliance
• Manage partnership K-1 income, state tax credits, and composite returns
• Lead and collaborate with team members virtually
• Develop and implement solutions to improve client satisfaction
• Interact with clients at a senior level to drive project success

Skills & Competencies

• Craft and convey clear, impactful, and engaging messages
• Apply systems thinking to identify underlying problems and/or opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct a team through complexity, demonstrating composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise with a focus on staying relevant
• Initiate open and honest coaching conversations at all levels
• Make difficult decisions and take action to resolve issues hindering team effectiveness
• Model and reinforce professional and technical standards, including code of conduct and independence requirements

What You Must Have

• Bachelor’s Degree in Finance, Accounting
• 6 years of experience
• CPA, Enrolled Agent or Member of the Bar

Preferred Qualifications

• Master’s Degree preferred
• Consulting with affluent individuals on tax and financial planning
• Thorough technical skills in partnership K-1 income and state tax credits
• Experience identifying and addressing complex client needs
• Experience leading teams and coaching others
• Knowledge of automation and digitization solutions
• Thorough project management skills

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• Annual discretionary bonus eligibility.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Equal Opportunity

As an equal opportunity employer, qualified applicants will receive consideration without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law.

H-1B Sponsorship (Policy Statement)

The employer does not intend to hire experienced or entry level job seekers who will need, now or in the future, sponsorship through the H-1B lottery, except as set forth within the applicable policy.

Fair Chance / Conviction Records

For qualified applicants impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, the San Diego County Fair Chance Ordinance, and the California Fair Chance Act (where applicable), arrest or conviction records will be considered in accordance with these laws.

Application Timing

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth in the applicable posting.