Tax Partner

Keystone Distinction Group; Bremerton (WA); Hybrid; USD 250,000 - 350,000; Full time

Benefits offered by this job

Bonus potential and profit sharing

401(k) employer matching 5%

Hybrid work arrangement

Job summary

Keystone Distinction Group in Bremerton, WA, seeks a Tax Partner to lead the tax practice with a focus on estate and trust work. The role blends client development, staff leadership and technical tax expertise, with retirement to partner track and potential for profit sharing.

You will review returns, supervise staff, mentor colleagues, and expand services to existing clients while building new relationships through bankers and attorneys.

Qualifications

• 10–15 years of public accounting experience with progression in complexity and engagements.
• CPA license is required.
• 40 hours of continuing professional education per year to maintain skills.

Responsibilities

• Lead all tax services for clients in accounting, taxes, or management advisory services.
• Review and sign off on tax returns.
• Develop new business and maintain relationships with bankers, attorneys, etc.
• Oversee staff recruitment, training, and performance reviews.
• Participate in firm management and practice development initiatives.

Skills

Estate and trust tax

Client management

Staff management

Business development

Education

Bachelor’s degree in accounting

Master’s degree 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.