Partner Tax Preparation Advisor Senior Manager

Overview

This role supports tax services focused on tax planning, compliance, and strategy for private clients and privately-owned businesses. The work involves providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses.

The position also involves helping clients navigate complex tax regulations while supporting operational excellence and leading large projects.

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, 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
• 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
• Knowledge of automation and digitization solutions
• 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 depends on 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

Location

Compensation is dependent upon the individual’s location (no specific location listed).