Partner Tax Preparation Advisor Senior Manager

Overview

This role supports tax services focused on advising clients on tax planning, compliance, and strategy. Work includes helping businesses and individuals navigate complex tax regulations and optimize their tax positions.

Within private tax, responsibilities emphasize personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses.

As a Senior Manager, you will lead large projects, maintain operational excellence, and interact with clients at a senior level to drive project success. You will also manage partnership K-1 income, state tax credits, and composite returns, and lead and collaborate 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

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

Preferred Qualifications

• Master’s Degree preferred

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• Eligible for an annual discretionary bonus.
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Additional Information

• This employer is an equal opportunity employer.
• 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 the applicable policy.
• For qualified applicants impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act (where applicable), arrest or conviction records will be considered in accordance with these laws.
• Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated in the employer’s application-deadline information.