Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax compliance and tax planning guidance to the owners of the organization. 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.

In private tax, the work involves personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses, helping clients navigate complex tax regulations and optimize their tax positions.

Responsibilities

• Provide tax compliance and 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

Skills & Competencies

• 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 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, 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
• Experience developing relationships and sharing 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

Additional Information

• This employer is an equal opportunity employer.
• For only those qualified applicants impacted by applicable fair chance ordinances, arrest or conviction records will be considered in accordance with those laws.
• 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 in its policy.
• Applications will be accepted until the position is filled or the posting is removed, unless otherwise specified.