Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax services focused on tax planning, compliance, and strategy. Work includes advising owners of businesses and high-net-worth individuals on how to navigate complex tax regulations and optimize tax positions. As a Senior Manager, you will lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level.

Responsibilities

• Provide tax compliance and planning guidance to business 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

• 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 the team through complexity, demonstrating composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise while 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 independence requirements and relevant tax and audit guidance

What You Must Have

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

What Sets You Apart

• Master’s Degree preferred
• Experience consulting 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
• Ability to develop relationships internally and share planning ideas
• 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 (all hired individuals are eligible)
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Location

Not specified in the posting.

Equal Opportunity & Fair Chance Notice

• Equal opportunity employer: all qualified applicants will receive consideration without regard to protected characteristics.
• For applicants impacted by applicable Los Angeles County Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and California Fair Chance Act, arrest or conviction records will be considered in accordance with these laws.