Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax compliance and tax planning guidance to owners and high-net-worth individuals, as well as privately-owned businesses. As a Senior Manager, you will lead large projects, maintain operational excellence, and interact with clients at a senior level to help drive project success. The position also includes 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

Key Skills and Capabilities

• Craft 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 teams through complexity, demonstrating composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise to stay 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 required guidance 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

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

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.

H-1B Sponsorship

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 in the applicable policy.

Fair Chance Considerations (where applicable)

For qualified applicants impacted by applicable Fair Chance Ordinances in Los Angeles County, San Francisco, San Diego County, and the California Fair Chance Act, 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 information.