Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax compliance and tax planning guidance, with responsibilities spanning private tax and work within the Finance team. You will advise owners and deliver services to 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, maintain operational excellence, and interact with clients at a senior level to drive project success. The role also includes 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 while maintaining 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 / Competencies

• Craft and convey clear, impactful and engaging messages that communicate 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, including applicable guidance, the organization’s code of conduct, and independence requirements

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 (What Sets You Apart)

• Master's Degree preferred
• Consulting experience 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
• Ability to develop relationships and share tax 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
• Annual discretionary bonus eligibility
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Equal Opportunity

All qualified applicants will receive consideration for employment 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 / H-1B Lottery Statement

The organization 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 in its policy.

Fair Chance / Conviction Records

For qualified applicants impacted by applicable Fair Chance Ordinances where recognized, arrest or conviction records will be considered for employment in accordance with those laws.

Application Deadline

Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated in the posting.