Partner Tax Preparation Advisor Senior Manager

Overview

This role in tax services focuses on advising clients on tax planning, compliance, and strategy. The position provides guidance to help businesses navigate complex tax regulations and optimize their tax positions.

Within private tax, work centers on personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses.

As part of the Finance team, the role also provides tax compliance and tax planning guidance to the organization’s owners. Senior Managers are expected to lead large projects, innovate processes, and maintain operational excellence while working with clients at a senior level to drive project success.

Responsibilities

• Provide tax compliance and planning guidance to the organization’s 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 and Competencies

• Craft and convey clear, impactful and engaging messages that tell a holistic story
• Apply systems thinking to identify underlying problems and/or opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct the 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 specific tax and audit guidance), the organization’s code of conduct, and independence requirements

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 (What Sets You Apart)

• Master’s Degree preferred
• Consulting experience 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
• Experience developing relationships and sharing planning ideas
• Knowledge of automation and digitization solutions
• Experience leading implementation of solutions to improve quality and reduce hours
• 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
• All hired individuals are eligible for an annual discretionary bonus
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Equal Opportunity

The employer is an equal opportunity employer and all 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.

Fair Chance Considerations (where applicable)

For qualified applicants impacted by applicable 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, arrest or conviction records will be considered for employment in accordance with these laws.

Application Timing

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