Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax compliance and tax planning guidance to owners and leading tax services for high-net-worth individuals and privately-owned businesses. You will help clients navigate complex tax regulations and support tax strategy, compliance, and operational excellence.

Responsibilities

• Provide tax compliance and planning guidance to owners
• Lead large projects while maintaining 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

Required Qualifications (What You Must Have)

• Bachelor’s Degree in Finance, Accounting
• 6 years of experience
• CPA, Enrolled Agent or Member of the Bar

Skills / Competencies

• Craft and convey clear, impactful, and engaging messages
• Apply systems thinking to identify underlying problems and/or opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct teams through complexity with composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise and stay 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, as well as code of conduct and independence requirements

Preferred Qualifications (What Sets You Apart)

• Master’s Degree preferred
• Consulting with affluent individuals on tax and financial planning
• Thorough technical skills in partnership K-1 income, state tax credits
• Experience identifying and addressing complex client needs
• Experience leading teams and coaching others
• 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.

Application & Equal Opportunity Statement

• 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 (including family medical history), veteran, marital, or citizenship status, or any other status protected by law.
• 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 the applicable policy.
• For only those qualified applicants impacted by applicable California fair chance ordinances, arrest or conviction records will be considered in accordance with those laws.
• Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the applicable application information page.