Partner Tax Preparation Advisor Senior Manager

Overview

This role is within the organization’s Tax services/private tax practice, providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Responsibilities include advising on tax planning, compliance, and strategy while helping clients navigate complex tax regulations.

As a Senior Manager, the role involves leading large projects, maintaining operational excellence, innovating processes, and interacting with clients at a senior level to drive project success. The position also 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 organization 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

Skills / Competencies

• Craft and convey clear, impactful and engaging messages that tell a holistic story
• 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, demonstrating composure through ambiguous, challenging and uncertain situations
• Deepen and evolve expertise with a focus on staying 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 (including specific tax and audit guidance), the firm’s code of conduct, and independence 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

• 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
• Leading teams and coaching others
• Developing relationships and sharing planning ideas
• Knowledge of automation and digitization solutions
• 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.
• All hired individuals are eligible for an annual discretionary bonus.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Location

Location information is not specified in the provided posting.