Tax Partner

Firman Solutions; Dallas (TX); On-site; USD 250,000 - 400,000; Full time

Job summary

Firman Solutions in Dallas seeks a seasoned Tax Partner to lead the firm's tax practice, drive strategic growth, and shape its tax vision. You will oversee complex engagements, build client relationships, and mentor the tax team to deliver high-value, compliant tax services.

The role requires a CPA with 15+ years in tax accounting within a CPA firm or public accounting, deep knowledge of federal/state/local tax laws, and a track record of leadership, planning, and cross-functional collaboration

Qualifications

• Bachelor’s degree in accounting, Finance, or a related field.
• CPA certification required.
• Minimum of 15 years of progressive experience in tax accounting with leadership and management in a CPA/public accounting setting.
• Comprehensive knowledge of federal, state, and local tax laws.
• Proficiency in data analysis and tax software tools.
• Exceptional leadership, strategic planning, and team collaboration skills.
• Outstanding written and verbal communication skills.
• Exceptional analytical thinking and problem-solving abilities.
• Proven ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Strategic Leadership – provide visionary leadership for the tax practice and firm growth.
• Client Engagement – build and cultivate strong client relationships as a trusted tax advisor.
• Tax Oversight – manage a portfolio of complex tax engagements across industries.
• Team Development – mentor and support tax teams for growth and excellence.
• Technical Leadership – stay updated on evolving tax laws and best practices; offer innovative tax solutions.
• Budget and Resource Management – manage engagement budgets and allocate resources.
• Reporting and Communication – present tax findings and recommendations to clients and leadership.
• Continuous Improvement – drive improvements in tax methodologies, tools, and training.
• Regulatory Compliance – ensure adherence to tax laws at all levels.

Skills

Leadership

Strategic planning

Team collaboration

Communication

Analytical thinking

Project management

Tax software

Education

Bachelor’s degree in accounting/finance

CPA certification

Tools

Tax software tools

Job description

We are currently partnering with one of the established accounting firms who is seeking a dynamic and seasoned Tax Partner to join our leadership team. As a Tax Partner, you will be at the helm of their tax practice, driving strategic growth, fostering client relationships, and shaping the vision of the firm.

• Strategic Leadership – Provide visionary leadership for the entire firm, with a focus on the tax practice. Develop and execute strategies to enhance tax quality, client satisfaction, and overall growth.
• Client Engagement – Build and cultivate strong client relationships, serving as a trusted advisor for complex tax and financial matters. Collaborate with clients to understand their specific needs and provide expert tax guidance.
• Tax Oversight – Oversee and manage a portfolio of complex tax engagements across diverse industries, ensuring that tax objectives are met with a focus on delivering exceptional value-added services.
• Team Development – Mentor, coach, and inspire tax teams, fostering a culture of excellence, professional development, and leadership. Provide guidance and support to team members to promote their growth and success.
• Technical Leadership – Serve as a technical leader within the firm, staying updated on evolving tax laws, regulations, and industry best practices. Offer innovative solutions for complex tax and financial challenges.
• Budget and Resource Management – Effectively manage tax engagement budgets, allocate resources, and optimize team performance to ensure projects are completed on time and within budget.
• Reporting and Communication – Prepare and present comprehensive tax reports to clients and firm leadership, summarizing findings, conclusions, and strategic recommendations. Communicate tax results and insights effectively to diverse stakeholders.
• Continuous Improvement – Drive continuous improvement initiatives related to tax methodologies, tools, and best practices. Lead or participate in training and knowledge-sharing programs to enhance the capabilities of the tax team.
• Regulatory Compliance – Ensure that all tax engagements are conducted in strict adherence to tax laws and regulations at federal, state, and local levels.

Required Skills:

• Bachelor’s degree in accounting, Finance, or a related field.
• CPA certification is required.
• Minimum of 15 years of progressive experience in tax accounting, including a successful track record of leadership and management within a CPA firm or public accounting setting.
• Comprehensive knowledge of federal, state, and local tax laws and regulations.
• Proficiency in data analysis and tax software tools.
• Exceptional leadership, strategic planning, and team collaboration skills.
• Outstanding written and verbal communication skills, with the ability to convey complex concepts clearly.
• Exceptional analytical thinking, problem-solving abilities, and attention to detail.
• Proven ability to manage multiple projects, meet deadlines, and excel in a fast-paced environment.