Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax planning and tax compliance guidance to high-net-worth individuals and privately-owned businesses, with a focus on personalized service. The Senior Manager will lead large projects, support process innovation, and maintain operational excellence while interacting with clients at a senior level.

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 or Accounting
• 6 years of experience
• CPA, Enrolled Agent, or Member of the Bar

Preferred Qualifications

• 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
• Knowledge of automation and digitization solutions
• Thorough project management skills
• Experience developing relationships and sharing planning ideas
• Experience leading implementation of solutions to improve quality and reduce hours

Compensation & Benefits

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

• Equal opportunity employer; all qualified applicants receive consideration without regard to protected characteristics.
• 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 applicable policy.
• For 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, the 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 specified.