Tax Partner

Job Description

Job Description

• Extreme technical competency in taxation, especially a deep understanding of individual,
• real estate partnership, corporate, and fiduciary tax areas of practice.
• Familiar with both California and multi-state tax rules, Lacerte tax software and BNATax
• Projection software.
• Responsible for both reviewing tax returns prepared by the staff and occasionally
• preparing complex returns.
• Although not required, ability to generate and cultivate new business.
• Job Requirements
• Multi-tasker with excellent writing skills.
• Demonstrates strong leadership skills in training and mentoring staff.
• Ability to interact effectively with existing and potential new clients.
• Personable and resourceful.
• Accurate and fast.
• Successful candidate will demonstrate strong interpersonal communication skills in
• dealing with both clients and colleagues.
• Evaluate what needs to be done and not limit time to required hours.

Certifications and Education

• Current CPA license
• Preferably either a master’s in taxation or a law degree.

Benefits

• Medical
• Group Life Insurance.
• Nonmatching 401K with a one year waiting period, not self-managed.
• Employer contribution to firm profit-sharing plan
• Nontax season hours: May 1 through December 31, Monday through Thursday, 9
• hours/day with Fridays off.
• 20 days PTO
• Firm closures: 6 national holidays and the day following the April tax deadline.
• Additionally, the first day of Rosh Hashanah and Yom Kippur, should they fall on a weekday.
• License renewal fees and professional dues to the AICPA and CACPA paid by firm.
• Continuing education as required. Reimbursable out of pocket expenses

Summary

As a Tax Partner, you will be instrumental in guiding clients through complex tax regulations and financial strategies. Reporting to the firm's leadership, you will leverage your core skills in accounting and tax experience to provide expert advice and ensure compliance with GAAP. Your premium skills in estate planning and corporate accounting will enhance our service offerings, while your relevant skills in financial report writing and mergers & acquisitions will support our clients' growth. Strong mentoring, leadership, and communication skills are essential as you cultivate relationships and develop your team in a collaborative environment.

Job Type: Full-time

Pay: $200,000.00 - $400,000.00 per year

Education:

• Master's (Preferred)

Experience:

• Tax: 10 years (Preferred)
• Accounting: 10 years (Preferred)

License/Certification:

• CPA (Required)

Work Location: In person

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