Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax services to owners and clients, including tax planning, tax compliance, and strategy. Responsibilities include helping navigate complex tax regulations and optimizing tax positions. Work also includes managing key tax reporting items and collaborating with team members virtually.

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

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 experience with affluent individuals on tax and financial planning

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 teams 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, the organization’s code of conduct, and independence requirements

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range depends 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

Location

Not specified in the provided job description.