Partner Tax Preparation Advisor Senior Manager

Overview

This full-time Senior Manager role in the Finance team focuses on providing tax compliance and planning guidance to owners within the organization. The position involves leading large projects, innovating processes, and maintaining operational excellence while managing partnership K-1 income, state tax credits, and composite returns. The role requires interaction with clients at a senior level and collaboration with team members virtually. Travel up to 20% may be required.

Responsibilities

• Provide tax compliance and planning guidance to company 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 or Accounting
• Minimum of 6 years of relevant experience
• CPA, Enrolled Agent, or Member of the Bar certification

Preferred Qualifications

• Master's Degree preferred
• Experience consulting with affluent individuals on tax and financial planning
• Strong technical skills in partnership K-1 income and state tax credits
• Proven ability to identify and address complex client needs
• Experience leading teams and coaching others
• Ability to develop relationships within the organization and share planning ideas
• Knowledge of automation and digitization solutions
• Experience leading implementation of solutions to improve quality and reduce hours
• Strong project management skills

Compensation & Benefits

• Salary range: $91,000 - $321,500, dependent on skills, experience, qualifications, location, and applicable employment laws
• Eligibility for an annual discretionary bonus
• Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, and more

Location & Eligibility

• Travel up to 20% required
• The employer does not sponsor H-1B visas except as outlined in their policy
• Compliance with applicable Fair Chance Ordinances and Acts regarding consideration of arrest or conviction records

Applications will be accepted until the position is filled or the posting is removed.