Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax compliance and tax planning guidance to the owners of the organization, supporting high-net-worth individuals and privately-owned businesses. You will lead large projects, innovate processes, and maintain operational excellence while collaborating with clients at a senior level. Responsibilities also include managing partnership K-1 income, state tax credits, and composite returns, as well as leading and collaborating with team members virtually.

Responsibilities

• Provide tax compliance and planning guidance to organization 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

Skills (Examples)

• 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 relevant tax and audit guidance, the firm’s code of conduct, and independence requirements

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
• 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
• 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
• Annual discretionary bonus (eligible for all hired individuals)
• Benefits may include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Equal Opportunity / Fair Chance / Application Information

• Equal opportunity employer; qualified applicants will receive consideration without regard to protected characteristics.
• The organization 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 stated policy.
• For applicants impacted by applicable Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act (where applicable), arrest or conviction records will be considered in accordance with those laws.
• Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated.