Partner Tax Preparation Advisor Senior Manager

Overview

This role is part of the organization’s Tax services and Private Tax teams. Responsibilities focus on providing personalized tax planning and compliance 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, and maintain operational excellence while interacting with clients at a senior level to drive project success. Work also 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 tax planning guidance to the organization’s 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

Required Skills (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, demonstrating composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise, 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 (e.g., refer to specific tax and audit 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 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
• 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.
• All hired individuals are eligible for an annual discretionary bonus.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Location

Not specified in the posting.