Tax Partner

Red Seal Recruiting; Bremerton (WA); Hybrid; USD 300,000 - 600,000; Full time

Job summary

Red Seal Recruiting presents a well-established regional CPA firm seeking a Tax Partner for a hybrid role in Bremerton. The position emphasizes significant trust and estate tax experience, client leadership, staff development, and active business development to grow the practice.

Ideal candidates may be current partners or senior leaders ready for partnership; compensation includes bonuses and 401(k) contributions, with two partners retiring soon to create succession opportunities.

Qualifications

• 10 to 15 years of public accounting experience with progression in complexity and engagements.
• Significant exposure to estate and trust tax.
• CPA license required; ongoing professional education expected.
• Bachelor’s or Master’s degree in accounting required.

Responsibilities

• Oversee all tax services and management advisory work for clients.
• Review and sign off on tax returns.
• Recruit, train, and evaluate accounting staff; oversee training programs.
• Develop new business and maintain relationships with bankers, attorneys, and other professionals.
• Participate in firm committees and assist in practice management and profitability.
• Lead Bremerton office operations and help transition retiring partners.

Skills

Client management

Staff management

Business development

Leadership

Education

Bachelor’s degree in accounting

Master’s degree in accounting

CPA license

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.