Partner Tax Preparation Advisor Senior Manager

Overview

This role within Tax focuses on advising clients on tax planning, compliance, and strategy. You will help individuals and privately-owned businesses navigate complex tax regulations and optimize their tax positions.

In Private Tax, responsibilities center on providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses.

Responsibilities

• Provide tax compliance and tax planning guidance to 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 while 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, 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

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will be dependent upon skills, experience, qualifications, 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 & Other Notices

• Equal opportunity employer; all qualified applicants receive consideration without regard to protected characteristics.
• The employer does not intend to hire experienced or entry level job seekers who will need, now or in the future, sponsorship through the H-1B lottery, except as set forth in the applicable policy.
• For qualified applicants impacted by applicable Fair Chance Ordinances in Los Angeles County, Los Angeles, San Francisco, San Diego County, and the California Fair Chance Act (where applicable), arrest or conviction records will be considered in accordance with those laws.

Hiring & Application Timing

Applications will be accepted until the position is filled or the posting is removed, unless otherwise specified.