Partner Tax Preparation Advisor Senior Manager

Overview

This role involves providing tax compliance and planning guidance to owners within the organization, focusing on private tax services for high-net-worth individuals and privately-owned businesses. The position requires leading large projects, innovating processes, and maintaining operational excellence while interacting with clients at a senior level to ensure project success.

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
• Minimum of 6 years of relevant experience
• CPA, Enrolled Agent, or Member of the Bar certification

Preferred Qualifications

• Master's Degree preferred
• Experience consulting with affluent individuals on tax and financial planning
• Strong technical skills in 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 relationships within the organization 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

Skills

• Craft and convey clear, impactful, and engaging messages that tell a holistic story
• Apply systems thinking to identify underlying problems and opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct teams through complexity, demonstrating composure in ambiguous and challenging situations
• Deepen and evolve expertise to stay 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 adherence to tax and audit guidance, code of conduct, and independence requirements

Compensation & Benefits

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

Location

This position is subject to applicable employment laws and may require compliance with local fair chance hiring ordinances where applicable.

Additional Information

The organization is an equal opportunity employer 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 as outlined in the organization's policy.

Applications will be accepted until the position is filled or the posting is removed.