Tax Partner

Overview

• Lead tax strategy development and execution for a prominent accounting firm, focusing on high-net-worth clients and intricate portfolios.
• Collaborate with senior leadership to drive strategic growth and transition to equity partnership opportunities.
• Work in a flexible hybrid environment, balancing office presence with remote work options.
• Mentor and develop junior staff, fostering a culture of excellence and professional growth.
• Engage with clients to deliver tailored tax solutions and maintain strong professional relationships.
• Contribute to firm-wide initiatives and strategic planning efforts to enhance service offerings.
• Leverage extensive experience to strengthen client satisfaction and operational efficiency.
• Participate in succession planning and leadership transitions within the firm.

Key Responsibilities & Duties

• Develop and implement innovative tax strategies for high-net-worth individuals and complex portfolios.
• Collaborate with partners to ensure seamless service delivery and operational excellence.
• Provide expert guidance on complex tax issues and regulatory compliance matters.
• Lead client engagements, ensuring satisfaction and retention through exceptional service.
• Oversee the preparation and review of tax filings and documentation for accuracy and compliance.
• Identify opportunities for business development and client acquisition to drive growth.
• Mentor and train staff, promoting professional growth and development within the team.
• Contribute to the firm's strategic planning and leadership initiatives to achieve long-term goals.

Job Requirements

• Bachelor of Arts (BA) degree in Accounting, Finance, or a related field.
• Minimum of 15 years of experience in tax management, with 25 years preferred.
• Proven expertise in high-net-worth individual and complex portfolio tax strategies.
• Strong leadership skills and experience managing teams in professional services.
• Exceptional communication and client relationship management abilities.
• Knowledge of current tax regulations and compliance standards.
• Ability to work effectively in a hybrid environment with occasional in-office presence.
• Commitment to professional growth and transition to equity partnership opportunities.