Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax advice and guidance related to tax planning, compliance, and strategy. Responsibilities include helping clients navigate complex tax regulations and optimize tax positions.

The position also involves providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses.

As a Senior Manager, you will act as a strategic advisor—leveraging your expertise and influence to deliver quality results, coaching and motivating others, and applying sound judgment as work becomes more autonomous. You are expected to solve through complexity, ask thoughtful questions, and communicate how information connects.

Responsibilities

• Provide tax compliance and planning guidance to owners/partners
• 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 (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 be dependent upon skills, experience, qualifications, and location, and applicable employment laws
• Annual discretionary bonus eligibility for hired individuals
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Location

Location details were not provided in the posting.