Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax compliance and tax planning guidance to owners and supports tax services for high-net-worth individuals and privately-owned businesses. Work focuses on advising clients on tax planning, compliance, and strategy, helping navigate complex tax regulations and optimize tax positions.

As a Senior Manager, you will lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Responsibilities also include managing partnership K-1 income, state tax credits, and composite returns, along with 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

Skills and Capabilities

• 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, staying relevant to evolving requirements
• 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 professional guidance, the organization’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
• 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
• 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.
• Annual discretionary bonus eligibility.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Location

Location is not specified in the posting.