Partner Tax Preparation Advisor Senior Manager
Overview
This role in tax services focuses on advising clients on tax planning, compliance, and strategy. It supports businesses in navigating complex tax regulations and optimizing their tax positions.
Work also includes private tax responsibilities, with a focus on providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses.
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 (What You Must Have)
- Bachelor’s Degree in Finance, Accounting
- 6 years of experience
- CPA, Enrolled Agent or Member of the Bar
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 (e.g., refer to specific tax and audit guidance), the organization’s code of conduct, and independence requirements
Preferred Qualifications (What Sets You Apart)
- Master’s Degree preferred
- Consulting with affluent individuals on tax and financial planning
- Thorough technical skills in partnership K-1 income and state tax credits
- Experience identifying and addressing complex client needs
- Experience leading teams and coaching others
- Experience developing relationships and sharing planning ideas
- Knowledge of automation and digitization solutions
- Experience leading implementation of solutions to improve quality and reduce hours
- Thorough project management skills
Compensation & Benefits
- Salary range: $91,000 - $321,500
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws
- All hired individuals are eligible for an annual discretionary bonus
- Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more
Equal Opportunity
Qualified applicants will receive consideration 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.
Sponsorship / Hiring Eligibility
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 within the applicable policy.
Fair Chance Considerations
For qualified applicants impacted by applicable Los Angeles County Fair Chance Ordinance for Employers, Los Angeles’ Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act (where applicable), arrest or conviction records will be considered in accordance with those laws.
Application Deadline
Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated.