Tax Partner

Overview

An established full-service accounting firm specializing in Private Client services is seeking an experienced Tax Partner to join their leadership team. The firm serves ultra-high-net-worth (UHNW) and emerging-wealth individuals, including entrepreneurs, athletes, entertainers, and business owners, providing sophisticated tax services across trust, corporate, individual, estate & gift, captive insurance, partnership, private foundation, and international taxation.

Responsibilities

Firm Leadership

• Develop and execute the firm’s tax vision and overall business strategy
• Collaborate with leadership to drive growth, innovation, and operational excellence
• Represent the firm in high-level client, community, and industry engagements

Client Advisory & Relationship Management

• Serve as a trusted advisor to UHNW clients on complex tax and wealth planning matters
• Lead sophisticated engagements involving multi-entity structures, international taxation, estate planning, business transactions, and succession planning
• Build, maintain, and expand strong client relationships through proactive, high-touch service

Technical Expertise & Quality Oversight

• Ensure all tax planning, compliance, and advisory services meet the highest professional and ethical standards
• Stay current on evolving tax laws and guide firm-wide technical direction
• Review and approve complex tax strategies, structures, and compliance deliverables

Team Development & Culture

• Mentor and develop tax professionals, fostering a collaborative and growth-oriented environment
• Provide coaching and leadership to Managers and Senior staff
• Support recruiting efforts to attract and retain top talent

Requirements

• Bachelor’s degree in Accounting, Taxation, or related field
• Active CPA license required
• 12–15+ years of progressive tax experience, with significant focus on UHNW and Private Clients
• Proven leadership experience within a public accounting or advisory firm
• Demonstrated success managing complex engagements and leading high-performing teams
• Exceptional relationship management skills and ability to advise sophisticated clients
• Entrepreneurial mindset with a strong interest in firm growth and leadership

Core Skills

• Deep expertise in federal, state, and international tax law
• Strong ability to design and implement advanced tax strategies
• Excellent communication and interpersonal skills
• Proven leadership and team-building capabilities
• Ability to manage multiple high-level priorities in a fast-paced environment

Compensation & Benefits

• Salary range: $210,000 – $270,000 annually, commensurate with experience and qualifications
• 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
• Ongoing professional development opportunities
• Paid holidays and unlimited PTO
• Hybrid/Remote work flexibility

Location

Flexible work arrangements including hybrid and remote options are available.