Job Description

Job Description

Full-time Tax PartnerAbout Us

Our firm is a leading provider of comprehensive tax and advisory services, serving a diverse clientele ranging from high-net-worth individuals to complex business entities. With a reputation for excellence and a commitment to delivering innovative solutions, we are seeking a highly skilled and experienced Tax Partner to join our dynamic team.

Position Overview

We are looking for a seasoned tax professional to assume the role of Tax Partner in our growing practice. The ideal candidate will have extensive experience in Individual Tax, Pass-Through Entity Taxation, and Estate & Trust planning and administration. This position offers an exceptional opportunity for a driven individual to lead and grow our tax practice while providing top-tier service to our clients.

Key Responsibilities

Client Management and Development:

• * Serve as the primary point of contact for a portfolio of high-value clients
  

  • Develop and maintain strong client relationships, ensuring high levels of satisfaction and retention
  • Identify and pursue new business opportunities to expand the firm's client base
  • Conduct regular meetings with clients to discuss tax strategies, financial goals, and risk management
• Tax Planning and Compliance: * Oversee the preparation and review of complex tax returns for individuals, partnerships, S corporations, and trusts * Develop comprehensive tax planning strategies to minimize tax liabilities and maximize wealth preservation for clients * Stay current with changes in tax laws and regulations, ensuring compliance and identifying new planning opportunities * Provide expert guidance on complex tax issues, including multi-state taxation, international tax matters, and IRS examinations
• Estate and Trust Planning: * Design and implement sophisticated estate and trust plans for high-net-worth individuals and families * Advise clients on wealth transfer strategies, gift tax planning, and charitable giving * Collaborate with attorneys and financial advisors to create holistic estate plans that align with clients' goals * Oversee the preparation of estate and gift tax returns, ensuring accuracy and compliance
• Leadership and Team Management: * Provide mentorship and guidance to junior staff members, fostering their professional development * Contribute to the firm's strategic planning and decision-making processes * Participate in recruiting efforts to attract top talent to the firm * Promote a culture of excellence, innovation, and continuous improvement within the tax department
• Technical Expertise and Thought Leadership: * Maintain deep technical knowledge in areas of specialization, including individual tax, pass-through entities, and estates & trusts * Contribute to the firm's thought leadership initiatives through writing articles, presenting at conferences, and conducting client seminars * Represent the firm in professional organizations and industry events * Collaborate with other practice areas to provide comprehensive solutions to clients

Qualifications

• CPA certification required
• Bachelor's or Master's degree in Taxation or related field preferred
• Minimum of 10-15 years of Tax Management experience from public account firm
• CCH Prosystem fx or Axcess experience