SALT Tax Partner - CA Practice Leader (Hybrid)

Meritas Advisory Group, LLC; San Jose (CA); Hybrid; USD 250,000 - 350,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus potential

5% 401K employer contribution

Profit sharing potential

Job summary

Meritas Advisory Group, LLC is seeking a Tax Partner specializing in State and Local Tax to join our regional CPA firm. The role offers hybrid in-office and home-based work with options for office locations in California.

The ideal candidate will bring deep CA SALT knowledge, a track record in client development, and leadership in staff management. The position emphasizes tax review, client service excellence, and profitability.

Qualifications

• 10–15 years of public accounting experience with progression in complexity.
• CPA or JD required; CPA preferred.
• 40 hours of continuing professional education annually.

Responsibilities

• Perform tax review and approval of state and local tax returns and examinations.
• Advise clients independently with advanced SALT techniques.
• Manage client service, budgets, and firm profitability.
• Lead business development for SALT projects.
• Recruit and develop accounting staff and oversee hiring.

Skills

SALT expertise

State tax regulation

Business development

Leadership

Education

CPA or JD required

Bachelor's degree in accounting

Job description

Meritas Advisory Group, LLC is seeking a Tax Partner specializing in State and Local Tax to join our regional CPA firm. The role offers hybrid in-office and home-based work with options for office locations in California.

The ideal candidate will bring deep CA SALT knowledge, a track record in client development, and leadership in staff management. The position emphasizes tax review, client service excellence, and profitability.