ABOUT THE ROLEA growing, private equity-backed tax and advisory firm is seeking a Partner to expand its commercial tax practice. The position focuses on privately held businesses, pass-through entities, and their owners, with meaningful equity ownership available.
The Partner will manage client relationships, drive business development, oversee complex tax engagements, and develop talent. Candidates may bring a broad commercial tax background or specialized experience in real estate, construction, life sciences, or technology.
RESPONSIBILITIES- Lead tax compliance and planning for partnerships, S corporations, LLCs, and their owners.
- Manage relationships with privately held businesses and high-net-worth business owners.
- Oversee related individual, trust, and gift tax engagements.
- Advise on entity formation, restructuring, transactions, and business succession.
- Identify planning opportunities involving tax credits, accounting methods, and state and local taxation.
- Develop new business through professional networks and referral relationships.
- Expand existing client relationships through relevant advisory services.
- Collaborate with audit, advisory, and wealth management professionals.
- Review complex tax work and oversee engagement quality and risk.
- Recruit, mentor, and develop managers and staff.
- Contribute to practice strategy and market visibility.
QUALIFICATIONS- Extensive public accounting tax experience serving privately held businesses and their owners.
- Strong technical knowledge of partnership, S corporation, and LLC taxation.
- Experience leading complex tax compliance and advisory engagements.
- Ability to manage senior client relationships and advise business owners.
- Business development experience and the ability to grow a client portfolio.
- Knowledge of entity structuring, transactions, and succession planning.
- Familiarity with tax matters affecting individual owners, trusts, and gifts.
- Experience supervising, mentoring, and developing tax professionals.
- Strong communication skills and sound professional judgment.
- Broad commercial tax experience or specialization in real estate, construction, life sciences, or technology.