Partner Tax Preparation Advisor Senior Manager

Overview

This role focuses on tax services, providing advice and guidance on tax planning, compliance, and strategy. You will support high-net-worth individuals and privately-owned businesses with personalized tax planning and compliance.

As a strategic advisor, you will solve complex problems, apply sound judgment as you gain autonomy, and clearly communicate how recommendations connect to outcomes. You will also coach and develop others and contribute to building high-performing, diverse, and inclusive teams.

Responsibilities

• Provide tax compliance and planning guidance to owners
• Lead large projects while maintaining 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
• 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
• Thorough project management skills

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.

Equal Opportunity & Additional Information

• Equal opportunity employer: all qualified applicants will receive consideration without regard to protected characteristics.
• Sponsorship limitation: 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.
• Fair Chance considerations may apply 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.