Tax Partner

Talent Match Recruiting; Bremerton (WA); Hybrid; USD 200,000 - 320,000; Full time

Benefits offered by this job

Bonuses/Profit sharing

401K with 5% employer match

Hybrid work model

Job summary

Top Echelon Software, LLC. seeks a Tax Partner for a hybrid role in Bremerton, WA. The candidate will lead tax and advisory services, supervise staff, and drive business development within a growing practice.

Ideal candidates have 10–15 years in public accounting with estate/trust tax experience and a CPA license. Partnerships nearing retirement create immediate leadership opportunities.

Qualifications

• Ten to fifteen years of public accounting experience with progression in complexity and engagements.
• CPA license required; bachelor’s degree in accounting or master’s degree in accounting.
• Experience in estate and trust tax preferred; strong client management and staff leadership needed.

Responsibilities

• Oversee tax and accounting services for clients in various advisory areas.
• Review and sign off on tax returns and manage personnel functions related to staff recruitment and development.
• Develop new business with existing clients and prospects; maintain relationships with bankers, attorneys, and other professionals.
• Lead training programs and monitor staff development; ensure efficient operations and adherence to firm guidelines.

Skills

Tax leadership

Client management

Staff supervision

Business development

Estate & trust tax

Education

Bachelor's in accounting

CPA license

Master's in accounting

Job description

TAX PARTNER - Hybrid - Work from both home and office

Well established, highly profitable regional CPA firm seeks a Tax Partner to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses / profit sharing, and a 5% employer contribution to your 401K program. We will consider existing Partners, as well as current Tax Directors and Tax Senior Managers out of other CPA firms. If candidates are not yet a partner, they need considerable experience with managing clients, managing staff and a practice, and developing business. We have two partners retiring soon. I believe we need to target someone with significant trust and estate experience. We also need a partner or someone who can become a partner very quickly, who can help run the practice and manage the Bremerton office.

Responsibilities

• Responsible for all services rendered to clients in the functional areas of accounting, taxes, or management advisory services.
• Reviews and signs off on tax returns.
• Involved with the administration of the personnel function as it relates to acquisition, training, retention, and utilization of accounting staff. Recruits or assigns individuals to recruit students at selected colleges and universities.
• Interviews and oversees extending initial offers of employment to potential accounting staff employees. Reviews and evaluates accounting staff personnel for purposes of promotion and salary adjustment. Releases employees on the accounting staff who are not to be retained.
• Maintains required technical competence through professional literature, financial publications, and attendance at professional development seminars.
• Develops new business through expanding services rendered to existing clients, pursuing contact with prospective clients, and maintaining contacts with bankers, attorneys, investment bankers, and others.
• Involved in establishing an annual Training Program for the professional staff and develops specific programs for various levels of the accounting staff.
• Monitors those training programs established and administered by the Management Consulting Services and Tax Departments for their respective professional staff.
• Emphasizes continuity in the assigning of accounting staff to specific assignments.
• Counsels with the accounting staff on their grievances, professional development, and progress with the firm
• Participates in the Firm’s practice development efforts.
• Promotes the most efficient operations of the Firm and supports complianceguidelines in managing others.
• Participates on various committees; offers opinions and insight to better improve the Firm’s operation and profitability.
• Other duties as assigned by the Managing Partner.

Supervisory Responsibilities:

• Responsible for the development, coaching and training of all tax employees.
• Must be familiar with the qualifications of all tax staff members for the development and instruction of their training needs.
• Participates in reviews, compensation and evaluations of accounting professionals

Qualifications

• Generally, requires ten (10) to fifteen (15) years of experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed. Prefer generaalist tax experience including significant exposure to estate and trust tax.
• Bachelor’s degree in accounting, or Master’s degree in accounting.
• Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills.
• A current and valid CPA’s license is required.