Public Accounting Tax

Greenkey Resources LLC; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A growing accounting and advisory firm is seeking a Tax Partner to lead its PCS Tax team. This role involves overseeing compliance reviews, providing strategic tax consultations, and developing new business. Candidates should possess a CPA certification and a minimum of 15 years of progressive tax experience, with a focus on high-net-worth clients. The position offers remote work with occasional travel to NYC or NJ, fostering a work culture that prioritizes work/life balance and inclusivity.

Qualifications

• Minimum 15 years of progressive tax experience.
• 5+ years of supervisory experience.
• Experience with HNW, estate, and trust tax.

Responsibilities

• Perform partner-level compliance reviews and tax return signoffs.
• Provide strategic consultations on tax planning opportunities.
• Develop new business through proposals and relationship-building.

Skills

Tax compliance reviews

Strategic tax consultations

Business development

Supervisory skills

Client relationship management

Education

Bachelor’s degree in accounting or law

CPA certification

Job description

Overview

• Lead a dynamic PCS Tax team within a growing accounting and advisory firm.
• Join a culture recognized for work/life balance and inclusivity.
• Collaborate with professionals dedicated to innovative tax solutions and client satisfaction.
• Contribute to a firm with a strong commitment to diversity and equity.
• Shape your career in a fulfilling environment with autonomy and growth opportunities.
• Work remotely with occasional travel to NYC or NJ for strategic meetings.
• Be part of succession planning for a well-established PCS tax group.
• Access resources comparable to Big 4 firms while enjoying a family-oriented culture.

Key Responsibilities & Duties

• Perform partner-level compliance reviews and tax return signoffs for HNW clients.
• Provide strategic consultations on tax planning opportunities and law changes.
• Develop new business through proposals and relationship-building activities.
• Expand services to existing clients and oversee client engagements.
• Supervise and evaluate advanced-level staff, fostering their professional growth.
• Coach and mentor team members to strengthen the tax function.
• Maintain exceptional technical knowledge of tax issues and business trends.
• Collaborate across specialties to deliver innovative tax solutions.

Job Requirements

• Bachelor’s degree in accounting, law, or equivalent field required.
• CPA certification mandatory; JD or EA considered with exceptional experience.
• Minimum 15 years of progressive tax experience, preferably in PCS tax.
• 5+ years of supervisory experience in mentoring and counseling associates.
• Proven ability to acquire new clients and grow a book of business.
• Experience with HNW, estate, and trust tax from midsize CPA firms preferred.
• Strong leadership skills to manage and develop a high-performing team.
• Remote work capability with occasional travel to NYC or NJ.