Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on providing tax advice and guidance to support tax planning, compliance, and strategy for clients. Work includes partnering with owners of private businesses and high-net-worth individuals, helping navigate complex tax regulations and optimize tax positions.

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

• 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 and demonstrate composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise by 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 organization’s code of conduct, and independence requirements

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range depends 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 Notes

• Equal opportunity employer; qualified applicants 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 would need, now or in the future, sponsorship through the H-1B lottery, except as set forth in the employer’s stated policy.
• For qualified applicants impacted by applicable fair chance ordinances, arrest or conviction records will be considered in accordance with those laws.

Other

• Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated.