Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on tax services, providing advice and guidance on tax planning, compliance, and strategy. Responsibilities include supporting high-net-worth individuals and privately-owned businesses with personalized tax planning 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 to drive project success. The role also involves managing partnership K-1 income, state tax credits, and composite returns, including leading and collaborating with team members virtually.

Responsibilities

• Provide tax compliance and planning guidance
• 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 Knowledge

• 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 (including relevant tax and audit guidance), the 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 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 developing relationships and sharing 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 be dependent upon the individual’s skills, experience, qualifications and 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 and Fair Chance Considerations

• The employer is an equal opportunity employer and provides consideration 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 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, 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 Information

• Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth by applicable guidance.