Partner Tax Preparation Advisor Senior Manager

Overview

This role is part of the Finance team and focuses on providing tax compliance and tax planning guidance to the owners of the organization. As a Senior Manager, you will lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. The position also includes responsibility for partnership K-1 income, state tax credits, and composite returns, along with leading and collaborating with team members virtually.

Responsibilities

• Provide tax compliance and tax 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

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 the team through complexity, demonstrating composure in 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 organization’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

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 and state tax credits
• Experience identifying and addressing complex client needs
• Experience leading teams and coaching others
• Ability to develop relationships 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 be dependent upon the individual’s skills, experience, qualifications, and 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.

Equal Opportunity

The employer is an equal opportunity employer and provides consideration for employment 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 status, marital status, citizenship status, or any other status protected by law.