Overview
This role focuses on providing tax planning and tax compliance guidance to owners of clients and supporting large, complex tax projects. Responsibilities include leading projects, maintaining operational excellence, innovating processes to improve tax reporting and compliance, and managing partnership K-1 income, state tax credits, and composite returns. Work also involves leading and collaborating with team members virtually and interacting with clients at a senior level.
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
- 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 while maintaining 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 adherence to applicable tax and audit guidance, the Firm’s 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
- 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
- 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 depend on skills, experience, qualifications, location, and applicable employment laws
- Eligible for an annual discretionary bonus
- Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more
Equal Opportunity
All qualified applicants will receive 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.
Fair Chance Considerations (where applicable)
For qualified applicants impacted by applicable 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, arrest or conviction records will be considered in accordance with these laws.