Partner Tax Preparation Advisor Senior Manager

Overview

This role supports tax services focused on tax planning, compliance, and strategy for high-net-worth individuals and privately-owned businesses. Responsibilities include advising clients on complex tax regulations, optimizing tax positions, and guiding teams through challenging and ambiguous situations.

Responsibilities

• Provide tax compliance and tax 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

Skills (What you will be expected to demonstrate)

• 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 teams through complexity with composure in ambiguous, challenging, and uncertain situations
• Deepen and evolve expertise with a focus on 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 firm’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

Compensation & Benefits

• Salary range: $91,000 - $321,500
• Actual compensation within the range will be dependent upon skills, experience, qualifications, and location, and applicable employment laws
• Annual discretionary bonus (eligible for all hired individuals)
• Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more

Additional information

• This employer is an equal opportunity employer. All 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.
• 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 organization’s policy.
• For qualified applicants impacted by applicable fair chance ordinances in Los Angeles County, Los Angeles, San Francisco, and San Diego, and the California Fair Chance Act (where applicable), arrest or conviction records will be considered in accordance with those laws.

Application timing

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