Partner Tax Preparation Advisor Senior Manager

Overview

This role provides tax compliance and tax planning guidance for the owners of the organization. As a Senior Manager, you will lead large projects, innovate tax processes, and maintain operational excellence while working with clients at a senior level to drive project success. The position also includes responsibility for 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 the organization’s 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, Accounting
• 6 years of experience
• CPA, Enrolled Agent or Member of the Bar

Skills & Competencies

• 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 with 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 (including referencing specific tax and audit guidance), the firm’s code of conduct, and independence requirements

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
• Experience leading teams and coaching others
• Knowledge of automation and digitization solutions
• 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, and location, and applicable employment laws
• Annual discretionary bonus eligibility
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Equal Opportunity

Qualified applicants will 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, marital, or citizenship status, or any other status protected by law.

Application Information

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth by the employer.