Overview
This role in Tax Services focuses on advising clients on tax planning, tax compliance, and tax strategy. Responsibilities include helping businesses navigate complex tax regulations and optimize their tax positions.
In private tax, work centers on personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses.
As a Senior Manager, you will provide tax compliance and tax planning guidance to the organization’s owners, lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level. You will also manage partnership K-1 income, state tax credits, and composite returns, and lead and collaborate 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
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
- Equal opportunity employer; consideration for employment is provided 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 only qualified applicants impacted by applicable Fair Chance Ordinances in Los Angeles County, Los Angeles, San Francisco, San Diego County, and California (as applicable), arrest or conviction records will be considered in accordance with these laws.
Application
- Applications will be accepted until the position is filled or the posting is removed, unless otherwise specified.