Partner Tax Preparation Advisor Senior Manager

Overview

This full-time Senior Manager role in the Finance team focuses on providing tax compliance and planning guidance to owners within the organization. The position involves leading large projects, innovating processes, and maintaining operational excellence while managing partnership K-1 income, state tax credits, and composite returns. The role requires interaction with clients at a senior level and collaboration with team members virtually. Travel up to 20% may be required.

Responsibilities

• Provide tax compliance and planning guidance to company owners
• Lead large projects and ensure 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 in virtual environments
• Develop and implement solutions to improve client satisfaction
• Engage with clients at senior levels to drive project success

Requirements

• Bachelor's Degree in Finance or Accounting
• Minimum of 6 years of relevant experience
• Certified Public Accountant (CPA), Enrolled Agent, or Member of the Bar

Preferred Qualifications

• Master's Degree preferred
• Experience consulting with affluent individuals on tax and financial planning
• Strong technical skills related to partnership K-1 income and state tax credits
• Proven ability to identify and address complex client needs
• Experience leading teams and coaching others
• Ability to develop internal relationships and share planning ideas
• Knowledge of automation and digitization solutions
• Experience leading implementation of solutions to improve quality and reduce hours
• Strong project management skills

Compensation & Benefits

• Salary range: $91,000 - $321,500, dependent on skills, experience, qualifications, location, and applicable laws
• Eligibility for an annual discretionary bonus
• Benefits include medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, among others

Location

• This position requires the ability to travel up to 20%

Additional Information

• The employer is an equal opportunity organization and considers all qualified applicants without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information, veteran status, marital status, citizenship status, or any other protected status by law.
• Sponsorship for H-1B visas is generally not provided except under specific policy conditions.
• For applicants impacted by certain Fair Chance Ordinances, arrest or conviction records will be considered in accordance with applicable laws to maintain a secure workplace.
• Applications will be accepted until the position is filled or the posting is removed.