Tax Partner

The role

This person will manage a portfolio of small and mid-sized businesses, business owners, and high-net-worth individuals. They will provide tax planning, advisory services, and oversee tax engagements and client relationships.

What you will do

• Manage client relationships for closely held businesses, business owners, and high-net-worth individuals.
• Provide federal, state, and local tax planning and advisory services.
• Oversee tax engagements, including reviews, deadlines, staffing, budgets, and profitability.
• Advise clients on entity structure, business transactions, succession planning, and related tax matters.
• Supervise, mentor, and develop managers and staff.
• Identify additional service opportunities within existing client relationships.
• Participate in business development efforts.
• Collaborate with partners and other service lines.

Required qualifications

• Active CPA license required
• Bachelor's degree in Accounting or a related field
• Generally 10+ years of public accounting experience, including responsibility for client relationships and tax engagements
• Strong background in partnership and S corporation taxation, closely held businesses, and high-net-worth individual tax compliance and planning
• Experience with CCH Axcess Tax and the Wolters Kluwer CCH Suite required
• Proven ability to oversee a diverse client portfolio and manage and develop professional staff
• Strong communication, organizational, technical, and client service skills

Nice to have

• New York licensure preferred
• Experience with multistate and fiduciary taxation preferred

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company provides access to broader career opportunities, learning, collaboration, and innovative technology.