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.

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
• 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, among others

Location

• This position requires the ability to travel up to 20%

Additional Information

• The employer is an equal opportunity organization and considers all qualified applicants 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 protected status by law.
• Sponsorship for H-1B visas is generally not provided except under specific policy conditions.
• For applicants impacted by certain Fair Chance Ordinances, arrest or conviction records will be considered in accordance with applicable laws to ensure a secure workplace.
• Applications will be accepted until the position is filled or the posting is removed.