Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax services focused on tax planning, tax compliance, and tax strategy. Work includes advising high-net-worth individuals and privately-owned businesses, helping clients 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. You will also manage partnership K-1 income, state tax credits, and composite returns, with collaboration and leadership of team members virtually.

Responsibilities

• Provide tax compliance and planning guidance to business 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

Skills & Qualifications (Examples)

• 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 teams through complexity and demonstrate 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 (including refer to specific tax and audit guidance), the firm’s code of conduct, and independence requirements

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will depend on skills, experience, qualifications, and location, as well as applicable employment laws
• Annual discretionary bonus eligibility
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Employment Considerations

• Equal opportunity employer; all qualified applicants receive consideration without regard to protected characteristics under applicable law.
• 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 employer’s policy.
• For qualified applicants impacted by applicable Los Angeles County, California state, and other listed Fair Chance/conviction record ordinances (where applicable), arrest or conviction records will be considered in accordance with those laws.

Application

• Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth by the employer.