Partner Tax Preparation Advisor Senior Manager

Overview

This full-time Senior Manager role in the Finance team focuses on providing tax compliance and planning guidance to owners within the organization. The position involves leading large projects, innovating processes, and maintaining operational excellence while interacting with senior-level clients to ensure project success. Travel requirements are up to 20%.

Responsibilities

• Provide tax compliance and planning guidance to company 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

Requirements

• Bachelor's Degree in Finance or Accounting
• Minimum of 6 years of relevant experience
• CPA, Enrolled Agent, or Member of the Bar certification

Preferred Qualifications

• Master's Degree preferred
• Experience consulting with affluent individuals on tax and financial planning
• Strong technical skills in partnership K-1 income and state tax credits
• Proven ability to identify and address complex client needs
• Experience leading teams and coaching others
• Ability to develop internal relationships and share planning ideas
• Knowledge of automation and digitization solutions
• Experience leading implementation of solutions to improve quality and reduce hours
• Strong project management skills

Skills

• Ability to craft and convey clear, impactful, and engaging messages
• Systems thinking to identify underlying problems and opportunities
• Capability to validate outcomes with clients and act on feedback
• Composure and leadership through ambiguous and challenging situations
• Commitment to professional and technical standards, including code of conduct and independence requirements
• Initiate open and honest coaching conversations at all levels
• Make difficult decisions to resolve issues hindering team effectiveness

Compensation & Benefits

• Salary range: $91,000 - $321,500, dependent on skills, experience, qualifications, location, and applicable laws
• Eligibility for an annual discretionary bonus
• Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, among others

Location

• This position requires up to 20% travel

Additional Information

• The organization is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information, veteran status, marital status, citizenship status, or any other protected status.
• Sponsorship for H-1B visas is generally not provided except under specific policy conditions.
• For applicants impacted by certain Fair Chance Ordinances, arrest or conviction records will be considered in accordance with applicable laws to maintain a secure workplace.
• Applications will be accepted until the position is filled or the posting is removed.