Tax Partner

• Provide strategic leadership in the development and execution of the firm’s tax vision and overall business strategy.
• Collaborate with fellow Partners to drive firm growth, innovation, and operational excellence.
• Represent the firm in high-level client, community, and business engagements.

• Serve as a trusted advisor to UHNW clients, providing guidance on complex tax and wealth-planning matters.
• Oversee high-stakes engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planning.
• Maintain and expand strong client relationships through proactive communication and high-touch service.

• Ensure the firm’s tax planning, compliance, and advisory practices consistently meet the highest professional standards.
• Stay informed on evolving tax laws and provide direction on firm-wide technical policies.
• Review and sign off on complex tax strategies, structures, and compliance deliverables.

• Mentor and develop tax professionals, fostering an environment of continuous learning and collaboration.
• Provide coaching, guidance, and leadership to Managers and Senior staff.
• Contribute to recruitment efforts to build a strong, diverse, high-performing team.

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA required.
• Minimum 12–15 years of progressive tax experience, with significant UHNW and Private Client expertise.
• Demonstrated leadership within a public accounting or advisory firm, including experience managing teams and complex engagements.
• Strong relationship-building skills and the ability to advise sophisticated clients.
• Entrepreneurial mindset with a desire to influence firm growth and direction.

• Expert-level knowledge of federal, state, and international tax law.
• Proven ability to develop and implement advanced tax strategies.
• Exceptional communication and interpersonal skills.
• Strong leadership and team-building capabilities.
• Ability to manage multiple high-level priorities in a fast-paced environment.

• Collaborative, entrepreneurial firm culture that values innovation and growth.
• Opportunity to shape the future of a rapidly expanding practice.
• High-caliber UHNW client base that creates rewarding and complex work.
• Strong benefits package, including:
  • Medical, Dental, and Vision insurance.
  • Immediate 401(k) participation with 100% vested match after 1 year.
  • Company-paid life and long-term disability insurance.
  • HSA, HRA, and FSA options.
  • Dynamic and inclusive culture with ongoing professional development.
  • Paid holidays and unlimited PTO.
  • Hybrid work available.

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