Partner Tax Preparation Advisor Senior Manager

Overview

This full-time role within the Finance team focuses on providing tax compliance and planning guidance to owners of the organization. The position requires up to 20% travel and involves leading large projects, innovating processes, and maintaining operational excellence. The role includes managing partnership K-1 income, state tax credits, and composite returns, as well as leading and collaborating 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 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 relationships within the organization 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

• Craft and convey clear, impactful, and engaging messages that tell a holistic story
• Apply systems thinking to identify underlying problems and opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct teams through complexity, demonstrating composure in ambiguous and challenging situations
• Continuously deepen and evolve expertise to stay 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

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, and more

Location

• Not specified

This role requires a strategic advisor who can leverage expertise and influence to deliver quality results, motivate and coach others, and solve complex problems with sound judgment and clear communication.