Tax Partner

Tax Partner Overview

• The Tax Partner role focuses on delivering advanced tax planning and advisory services to high-net-worth individuals and businesses.
• Collaborate with a dynamic team in a hybrid work environment, blending flexibility with professional engagement.
• Leverage extensive resources akin to Big 4 firms while enjoying a family-oriented culture.
• Drive client satisfaction through innovative tax strategies and compliance solutions tailored to unique needs.
• Engage in leadership activities, mentoring senior professionals and fostering a collaborative team atmosphere.
• Contribute to firmwide initiatives, including technology adoption and process improvement strategies.
• Expand client relationships and identify new business opportunities to sustain growth.
• Benefit from equity opportunities and a competitive compensation package.

Tax Partner Key Responsibilities & Duties

• Lead complex tax compliance and consulting engagements for high-net-worth individuals and privately held businesses.
• Provide partner-level review and approval of federal, state, and local tax returns.
• Advise clients on sophisticated tax planning strategies and legislative changes.
• Develop and expand client relationships and identify new business opportunities.
• Oversee engagement staffing, budgets, profitability, and service delivery standards.
• Mentor senior tax professionals and foster a culture of continuous learning.
• Contribute to firmwide technology adoption and process improvement initiatives.
• Ensure compliance with all regulatory requirements and industry standards.

Tax Partner Job Requirements

• Bachelor of Science (BS) degree in Accounting, Finance, or related field.
• Minimum of 15 years of experience in tax planning and advisory services.
• Proven track record of managing complex tax engagements and client relationships.
• Strong leadership skills with experience mentoring senior professionals.
• Expertise in federal, state, and local tax regulations and compliance.
• Ability to identify and develop new business opportunities effectively.
• Experience with technology adoption and process improvement initiatives.
• Commitment to delivering exceptional client service and maintaining high ethical standards.