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 with 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

• This position may require up to 20% travel

The organization is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information, veteran status, marital status, citizenship status, or any other protected status by law.

Applicants requiring sponsorship through the H-1B lottery are generally not considered unless specified by policy.

For applicants impacted by applicable Fair Chance Ordinances, arrest or conviction records will be considered in accordance with relevant laws to ensure a secure and trusted workplace.