Partner Tax Preparation Advisor Senior Manager
Overview
This role supports tax services focused on advising clients on tax planning, compliance, and strategy. The position provides personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses.
As a Senior Manager, you will lead large projects, innovate tax-related processes, and maintain operational excellence while interacting with clients at a senior level. Responsibilities also include managing partnership K-1 income, state tax credits, and composite returns, and leading and collaborating with team members virtually.
Responsibilities
- Provide tax compliance and tax planning guidance to private 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 (Examples)
- 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 (e.g., tax and audit guidance), the firm’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
- Ability to develop relationships and share 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
- 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 (Policy)
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 organization’s policy.
Fair Chance Ordinance Notice (Where Applicable)
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 stated in the posting.