Tax Partner

Overview

• Lead tax operations and client relationships as a Tax Partner in a growing firm.
• Manage a personal book of business and oversee tax return reviews and signings.
• Contribute to firm growth by accepting new business opportunities and expanding client services.
• Collaborate with a team of professionals in a dynamic and supportive environment.
• Work closely with clients to provide comprehensive tax solutions and advisory services.
• Opportunity to engage in real estate audits for small residential clients.
• Maintain a balanced work schedule with quality of life considerations.
• Participate in strategic decision-making to enhance firm operations and client satisfaction.

Key Responsibilities & Duties

• Manage and grow a personal book of business within the firm.
• Review and sign tax returns, ensuring accuracy and compliance with regulations.
• Develop and maintain strong client relationships to provide tailored tax solutions.
• Collaborate with team members to address client needs and expand service offerings.
• Conduct real estate audits for small residential clients as required.
• Contribute to firm growth by accepting new business opportunities.
• Ensure compliance with tax laws and regulations in all client engagements.
• Participate in strategic planning and decision-making to enhance firm operations.

Job Requirements

• Bachelor of Science (BS) degree in Accounting or related field.
• Minimum of 15 years of experience in tax operations, preferably in a smaller firm.
• Proven expertise in managing client relationships and tax return reviews.
• Experience with real estate audits for small residential clients is advantageous.
• Strong knowledge of tax regulations and compliance requirements.
• Ability to work on-site and maintain a balanced work schedule.
• Demonstrated leadership skills and a collaborative approach to team management.
• Commitment to quality and attention to detail in all aspects of work.