Partner Tax Preparation Advisor Senior Manager

Overview

This role supports tax services focused on tax planning, compliance, and strategy for businesses and high-net-worth individuals. Work includes providing personalized tax guidance and leading projects that improve tax reporting and compliance.

As a Senior Manager within the Finance team, you will lead large projects, innovate processes, maintain operational excellence, and interact with clients at a senior level. You will also manage partnership K-1 income, state tax credits, and composite returns, and collaborate 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 and Capabilities

• 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 teams through complexity while demonstrating composure in ambiguous or challenging situations
• Deepen and evolve expertise while 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, as well as code of conduct and independence requirements

Requirements

• 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 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 with 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 for all hired individuals.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Equal Opportunity

All qualified applicants will receive consideration for employment 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.

Application Information

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