Lead impactful tax strategies for high-net-worth clients and real estate portfolios. Drive growth and transition to equity partnership in a hybrid work environment. Mentor teams and shape firm-wide initiatives.
Tax Partner
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Lead tax strategy and operations for a well-established accounting firm, focusing on high-net-worth clients and real estate portfolios.
- Collaborate with senior leadership to drive growth and transition to equity partnership opportunities.
- Work in a hybrid environment, balancing office presence with remote flexibility.
- Mentor and develop junior staff, fostering a culture of excellence and professional growth.
- Engage with clients to provide tailored tax solutions and maintain strong professional relationships.
- Contribute to firm-wide initiatives and strategic planning efforts.
- Leverage extensive experience to enhance service offerings and client satisfaction.
- Participate in succession planning and leadership transitions within the firm.
Key Responsibilities & Duties
- Develop and implement tax strategies for high-net-worth individuals and real estate portfolios.
- Collaborate with partners to ensure seamless service delivery and operational efficiency.
- Provide expert guidance on complex tax issues and regulatory compliance.
- Lead client engagements, ensuring satisfaction and retention through exceptional service.
- Oversee the preparation and review of tax filings and documentation.
- Identify opportunities for business development and client acquisition.
- Mentor and train staff, promoting professional growth and development.
- Contribute to the firm's strategic planning and leadership initiatives.
Job Requirements
- Bachelor of Arts (BA) degree in Accounting, Finance, or related field.
- Minimum of 15 years of experience in tax management, with 25 years preferred.
- Proven expertise in high-net-worth individual and real estate tax strategies.
- Strong leadership skills and experience managing teams in a professional services environment.
- Exceptional communication and client relationship management abilities.
- Knowledge of current tax regulations and compliance standards.
- Ability to work in a hybrid environment with occasional in-office presence.
- Commitment to professional growth and transition to equity partnership.
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