Partner Tax Preparation Advisor Senior Manager

Overview

This role is part of the Finance team and provides tax compliance and tax planning guidance to owners. Responsibilities include leading large projects, innovating processes, and maintaining operational excellence while interacting with clients at a senior level to drive project success. Work also involves managing partnership K-1 income, state tax credits, and composite returns, along with 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 (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

Skills and Competencies

Examples of skills, knowledge, and experiences needed at this level include:

• 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 in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise to 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, the firm’s code of conduct, and independence requirements

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 and Equal Opportunity

• Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth by applicable guidance.
• Equal opportunity employer; qualified applicants will receive consideration without regard to protected characteristics under applicable law.
• For qualified applicants affected by applicable Fair Chance Ordinances in Los Angeles County, Los Angeles, San Francisco, San Diego County, and California, arrest or conviction records will be considered in accordance with those laws.

H-1B Sponsorship Policy

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 its applicable policy.