Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on delivering tax compliance and tax planning guidance to owners and clients, with an emphasis on strategic planning, compliance, and process improvement. Responsibilities include leading large projects, maintaining operational excellence, and 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 (What You Must Have)

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

Preferred Qualifications (What Sets You Apart)

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

Skills and Knowledge

• Craft and convey clear, impactful and engaging messages
• Apply systems thinking to identify underlying problems and/or opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct teams through complexity, demonstrating composure in ambiguous, challenging, and uncertain 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, code of conduct, and independence requirements
• Apply sound judgment to determine when to take action and when to escalate

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will depend on skills, experience, qualifications, 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 and Other Notices

• Equal opportunity employer; all qualified applicants receive consideration 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.
• 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 within 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, 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.

Application Timing

Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated in the applicable information.