Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax compliance and tax planning guidance to owners, including leading large projects and helping drive project success through senior-level client interactions.

In private tax, the work includes personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses. Responsibilities also include managing partnership K-1 income, state tax credits, and composite returns, and collaborating with team members virtually.

Responsibilities

• Provide tax compliance and planning guidance to owners
• Lead large projects while maintaining 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 & 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, as well as code of conduct 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, and 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 & Fair Chance Statement

The employer is an equal opportunity employer and provides 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.

For 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 set forth on the application deadline information provided in the posting.