Senior Tax Partner

MRINetwork; Durham (NC); On-site; USD 150,000 - 210,000; Full time

Job summary

MRINetwork seeks a Private Client Services Tax Partner to lead complex tax engagements for high-net-worth individuals and estates. The role emphasizes detailed review of federal and state tax returns, proactive planning, client management, and mentorship of the team.

The candidate will drive tax strategy, oversee engagements, and expand the firm’s client base while balancing professional and personal priorities in a flexible environment.

Qualifications

• CPA license required
• JD or EA license required
• Postgraduate degree in Tax or Law preferred
• Minimum 12 years in public accounting with at least 6 years supervising others
• Experience serving high-net-worth clients
• Estate planning experience with trust/estate clientele
• Experience representing clients before state and federal agencies

Responsibilities

• Review tax returns and income tax projections for federal and state taxes (individual and fiduciary)
• Manage client accounts and communications with clients and the supporting team
• Analyze tax issues and identify planning options
• Minimize tax liabilities by reviewing return accuracy
• Work to expand the client book of business
• Mentor team members through training and support

Skills

Client management

Tax planning

Team leadership

Public accounting experience

Estate planning experience

Government representation

Education

CPA license

Juris Doctor (JD)

EA license

Postgraduate degree in Tax or Law

Job description

Our client, a leading professional services firm, is looking for a Tax Partner to join their team. They offer a generous compensation and benefits package, but also believe flexibility is just as valuable. They empower their employees to balance their personal and professional lives, focusing on what is most important to each person.

As a Private Client Services Tax Partner, you will:

• Provide detailed review of tax returns, income tax projections, specifically, federal and state individual and fiduciary tax returns
• Manage client accounts and communication with the client and the supporting account team
• Analyze any tax issues and identify planning options
• Minimize tax liabilities for your clients by reviewing the accuracy of all tax returns
• Work to expand your book of business
• Be a mentor for member of your team through training and support

Qualifications:

• CPA, JD, or EA License required
• Post graduate degree in Tax or Law preferred
• Minimum 12 years' experience in public accounting with at least 6 years supervising others
• Proven experience supporting high-net worth clients
• Prior experience with estate planning and engaging with trust and estate clientele
• Expertise representing clients in front of state and federal government agencies