Partner Tax Preparation Advisor Senior Manager

Overview

This role is part of the tax services and private tax focus area within the Finance team. Responsibilities include providing tax compliance and tax planning guidance to owners of the organization, with an emphasis on working with high-net-worth individuals and privately-owned businesses.

As a Senior Manager, you will lead large projects, help innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You will also manage partnership K-1 income, state tax credits, and composite returns, and lead and collaborate with team members virtually.

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

Required Skills and Competencies

• Craft and convey clear, impactful, and engaging messages that tell a holistic story
• Apply systems thinking to identify underlying problems and/or opportunities
• Validate outcomes with clients, share alternative perspectives, and act on client feedback
• Direct the team through complexity, demonstrating composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise while staying 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 specific tax and audit guidance), the organization’s code of conduct, and independence 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

• Master’s Degree
• Consulting 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
• Leading teams and coaching others
• Developing relationships within the organization 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 depends on skills, experience, qualifications, and 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

The employer is an equal opportunity employer and will consider qualified applicants for employment 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, marital, or citizenship status; or any other status protected by law.

Work Authorization / H-1B

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 in the employer’s applicable policy.

Fair Chance (Where Applicable)

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 set forth by the employer.