Tax Partner

Reasons to Work Here:

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• Medical, Dental, and Vision insurance.
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• Immediate 401(k) participation with 100% vested match after 1 year.
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• Company-paid life and long-term disability insurance.
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• HSA, HRA, and FSA options.
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• Dynamic, inclusive culture where your ideas and development truly matter.
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• Significant opportunities for professional growth and continuous learning.
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• A workplace that values balance, well-being, and long-term career success.
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• Paid holidays and unlimited PTO.
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• Hybrid / Remote working
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• Bonus
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• $210,000 - $270,000
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This is a key strategic role within the firm, focused on overseeing tax operations, guiding high-level client engagements, and shaping the continued growth of our Private Client practice.

The ideal candidate brings deep technical expertise, a strong UHNW advisory background, and a passion for building relationships, mentoring professionals, and contributing to the firm’s long-term vision. This is an opportunity to join a rapidly growing firm where partnership is not symbolic — it is influential, collaborative, and entrepreneurial.

Responsibilities

Firm Leadership

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

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

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

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

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

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