Partner Tax Preparation Advisor Senior Manager

Overview

This full-time role within the Finance team focuses on providing tax compliance and planning guidance to owners of the organization. The position requires up to 20% travel and involves leading large projects, innovating processes, and maintaining operational excellence. The role 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 planning guidance to 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
• Certified Public Accountant (CPA), Enrolled Agent, or Member of the Bar

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

Skills

• Ability to craft and convey clear, impactful, and engaging messages
• Systems thinking to identify underlying problems and opportunities
• Validate outcomes with clients and act on feedback
• Maintain composure and direct teams through complex and ambiguous situations
• Commitment to continuous expertise development
• Initiate open and honest coaching conversations
• Make difficult decisions to resolve issues hindering team effectiveness
• Model and reinforce professional and technical standards, code of conduct, and independence requirements

Compensation & Benefits

• Salary range: $91,000 - $321,500, dependent on skills, experience, qualifications, location, and applicable 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

This position may require up to 20% travel. Specific location details are dependent on the hiring process.

All qualified applicants will receive consideration without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information, veteran, marital, or citizenship status, or any other status protected by law.

Sponsorship for H-1B visas is generally not provided except under specific policy conditions.

Applicants impacted by applicable Fair Chance Ordinances will have arrest or conviction records considered in accordance with relevant laws to ensure a secure and trusted workplace.