Technical Tax Partner

Overview

A full-service accounting and advisory firm is seeking a Technical Tax Partner to join their senior leadership team. This role involves providing advanced tax planning, advisory, compliance, and controversy services to multinational corporations, financial services firms, private investment funds, and ultra-high-net-worth individuals. The position requires deep expertise in international, federal, and state/local income and transfer taxes, along with strong client relationship management, practice leadership, and business development skills.

Responsibilities

• Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures.
• Advise clients on international tax regimes such as GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
• Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups.
• Lead tax planning for ultra-high-net-worth individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.
• Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections.
• Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements.
• Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities.
• Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management.
• Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters.
• Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues.
• Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives.
• Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts.
• Collaborate with audit, accounting, and legal teams to support client growth across practice areas.
• Lead and expand the international tax and financial services tax practices.
• Develop innovative tax strategies and service offerings in response to legislative and regulatory changes.
• Mentor and train senior tax professionals, fostering technical excellence and professional development.
• Contribute to thought leadership through internal training, client presentations, and technical publications.

Requirements

• CPA certification required; JD and/or LL.M. in Taxation is a plus.
• Typically 15+ years of experience in international, federal, and state/local taxation within public accounting firms and/or law firms.
• Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and ultra-high-net-worth individual taxation.
• Proven ability to manage and grow a significant book of business and support firm-wide revenue growth.
• Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients.
• Recognized technical authority with experience leading international tax or financial services practices.
• Entrepreneurial mindset with a track record of developing innovative tax solutions.
• Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions.

Compensation & Benefits

• Competitive salary starting at $300,000 annually, commensurate with experience and qualifications.
• Health, dental, and vision insurance with options for fully paid employee-only coverage for health and dental.
• Company-paid life and long-term disability insurance.
• Ancillary benefits including supplemental life insurance and short-term disability options.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning.

Work Schedule & Location

• Full-time position.
• Monday to Friday schedule.
• Hybrid work environment.
• Based on the U.S. East Coast with typical working hours aligned to Eastern Standard Time to facilitate collaboration.
• Flexibility in managing schedule to maintain work-life balance while meeting business needs.