Tax Partner

Overview

Our client who runs a small to mid-sized CPA firm located in California, is seeking a skilled and experienced Tax Partner to lead their tax practice. The ideal candidate will have significant expertise in tax planning, compliance, and advisory services, with a strong history of serving diverse clients, including individuals and businesses. This role demands leadership, technical knowledge, and a commitment to client-focused solutions to drive practice growth, mentor teams, and deliver effective tax strategies.

• Tax Strategy and Planning
  :
  Develop and implement effective tax strategies to minimize tax liabilities for clients across various industries, including real estate, manufacturing, and professional services.
• Client Advisory
  :
  Act as a trusted advisor for clients, providing guidance on tax, business, and financial planning to support their financial goals.
• Practice Leadership
  :
  Oversee the tax practice, managing a substantial client portfolio, driving revenue growth, and ensuring high-quality service delivery while fostering a client-centric culture.
• Team Management
  :
  Lead and mentor a team of tax professionals, promoting a collaborative environment with high technical standards and efficient workflows.
• Business Development
  :
  Grow the client base through referrals, networking, and delivering value-added services. Enhance engagement profitability by demonstrating service value.
• IRS and State Representation
  :
  Manage tax audits and represent clients before IRS and state authorities, achieving favorable resolutions through effective negotiation.
• Technical Expertise
  :
  Maintain proficiency in tax regulations and strategies, including partnerships, trusts, and other structures, while adapting to legislative changes.
• Revenue and P&L Management
  :
  Oversee the financial performance of the tax practice, optimizing revenue streams and improving profitability.
• Specialized Engagements
  :
  Structure complex transactions, such as business sales or estate plans, to achieve tax efficiency and client objectives.
• Compliance and Consulting
  :
  Supervise preparation of tax returns for individuals, businesses, and entities while offering consulting services, such as financial planning or due diligence.

• Experience
  : 10–15 years in public accounting, with significant experience in a leadership role managing client portfolios and professional teams.
• Technical Skills
  :
  Strong knowledge of tax regulations, planning strategies, and compliance for various entity types. Familiarity with audit representation and tax-efficient structures.
• Leadership
  :
  Demonstrated ability to lead teams, drive practice growth, and manage financial performance.
• Client Management
  :
  Proven success in building and maintaining client relationships across diverse industries and income levels.
• Business Acumen
  :
  Ability to enhance profitability through strategic pricing and value-driven services. Experience growing client engagements and implementing proactive tax planning.
• Education and Credentials
  :
  Bachelor’s degree in Accounting or related field; advanced degree in Taxation or Accounting preferred. Licensed CPA required.
• Professional Affiliations
  :
  Membership in professional organizations, such as the American Institute of Certified Public Accountants (AICPA), is a plus.
• Communication
  :
  Strong interpersonal and communication skills to build client trust and foster team collaboration.

• Experience with high-value transactions or complex tax planning for businesses and individuals.
• Audit Outcomes
  :
  History of successful audit outcomes and tax-saving strategies.
• Advisory Services
  :
  Ability to provide additional advisory services, such as financial consulting or business strategy.
• Growth Support
  :
  Success in supporting businesses at various growth stages, from startups to established firms.

• Compensation
  :
  Competitive partnership-level compensation, including potential equity or profit-sharing opportunities.
• Benefits
  :
  Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Development
  :
  Support for professional development and licensure maintenance.