Senior Tax Partner

Management Recruiters of Raleigh.; North Carolina; On-site; USD 180,000 - 280,000; Full time

Job summary

Management Recruiters of Raleigh is seeking a Tax Partner for a leading professional services firm. The Private Client Services practice focuses on high-net-worth individuals and estates, offering flexible work arrangements.

You will review complex returns, manage client relationships, mentor staff, and help grow the book of business while navigating state and federal tax matters.

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.

Responsibilities

• 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

Skills

Tax planning

Client management

Mentoring

Estate planning

Public accounting

High-net-worth clients

Education

CPA license

JD degree

EA license

Tax/Law advanced degree

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