Partner Tax Preparation Advisor Senior Manager

Overview

This role in tax services focuses on advising clients on tax planning, tax compliance, and tax strategy, helping businesses navigate complex tax regulations and optimize their tax positions.

Within the private tax function, the position provides personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses.

As a Senior Manager, you will lead large projects, innovate processes, and maintain operational excellence while working with clients at a senior level to drive project success. 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 owners
• Lead large projects and maintain operational excellence
• Innovate processes to enhance tax reporting and tax 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 communicate 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 specific 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 with affluent individuals on tax and financial planning

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will depend on skills, experience, qualifications, 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

All qualified applicants will receive consideration for employment 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.