Tax Partner

The Agency Recruiting; Glendale (CA); On-site; USD 300,000 - 520,000; Full time

Benefits offered by this job

Competitive partnership-level compensation

Comprehensive benefits package

Support for professional development

Job summary

A well-regarded CPA firm located in California is seeking a skilled and experienced Tax Partner to lead their tax practice. The role involves developing tax strategies, mentoring teams, and managing a diverse client portfolio. Candidates should have 10–15 years of public accounting experience, strong knowledge of tax regulations, and a proven ability to build client relationships. This position offers competitive compensation and a comprehensive benefits package.

Qualifications

• 10–15 years in public accounting with leadership experience.
• Strong knowledge of tax regulations and compliance.
• Proven success in managing client relationships.
• Experience advising high-net-worth and business clients.
• Strong knowledge of tax regulations and compliance.
• Proven ability to grow a tax practice.

Responsibilities

• Develop and implement effective tax strategies.
• Act as a trusted advisor for client financial planning.
• Oversee the tax practice and manage client portfolios.
• Drive client advisory services and business development.
• Ensure high-quality service and profitability.
• Mentor staff and maintain regulatory knowledge.

Skills

Tax planning expertise

Client advisory skills

Leadership

Business development

Technical knowledge of tax regulations

Business development

IRS/state representation

P&L management

Real estate/industry knowledge

Communication

Education

Bachelor’s degree in Accounting

Licensed CPA

Advanced degree in Taxation preferred

Tools

Tax planning software

Job description

Overview

Our client who runs a small to mid-sized CPA firm located in California, is seeking a skilled and experienced Tax Partner to lead their tax practice. The ideal candidate will have significant expertise in tax planning, compliance, and advisory services, with a strong history of serving diverse clients, including individuals and businesses. This role demands leadership, technical knowledge, and a commitment to client-focused solutions to drive practice growth, mentor teams, and deliver effective tax strategies.

Key Responsibilities

• Tax Strategy and Planning: Develop and implement effective tax strategies to minimize tax liabilities for clients across various industries, including real estate, manufacturing, and professional services.


• Client Advisory: Act as a trusted advisor for clients, providing guidance on tax, business, and financial planning to support their financial goals.


• Practice Leadership: Oversee the tax practice, managing a substantial client portfolio, driving revenue growth, and ensuring high-quality service delivery while fostering a client-centric culture.


• Team Management: Lead and mentor a team of tax professionals, promoting a collaborative environment with high technical standards and efficient workflows.


• Business Development: Grow the client base through referrals, networking, and delivering value-added services. Enhance engagement profitability by demonstrating service value.


• IRS and State Representation: Manage tax audits and represent clients before IRS and state authorities, achieving favorable resolutions through effective negotiation.


• Technical Expertise: Maintain proficiency in tax regulations and strategies, including partnerships, trusts, and other structures, while adapting to legislative changes.


• Revenue and P&L Management: Oversee the financial performance of the tax practice, optimizing revenue streams and improving profitability.


• Specialized Engagements: Structure complex transactions, such as business sales or estate plans, to achieve tax efficiency and client objectives.


• Compliance and Consulting: Supervise preparation of tax returns for individuals, businesses, and entities while offering consulting services, such as financial planning or due diligence.

Qualifications

• Experience: 10–15 years in public accounting, with significant experience in a leadership role managing client portfolios and professional teams.


• Technical Skills: Strong knowledge of tax regulations, planning strategies, and compliance for various entity types. Familiarity with audit representation and tax-efficient structures.


• Leadership: Demonstrated ability to lead teams, drive practice growth, and manage financial performance.


• Client Management: Proven success in building and maintaining client relationships across diverse industries and income levels.


• Business Acumen: Ability to enhance profitability through strategic pricing and value-driven services. Experience growing client engagements and implementing proactive tax planning.


• Education and Credentials: Bachelor’s degree in Accounting or related field; advanced degree in Taxation or Accounting preferred. Licensed CPA required.


• Professional Affiliations: Membership in professional organizations, such as the American Institute of Certified Public Accountants (AICPA), is a plus.


• Communication: Strong interpersonal and communication skills to build client trust and foster team collaboration.

Preferred Attributes

• Experience with high-value transactions or complex tax planning for businesses and individuals.


• Audit Outcomes: History of successful audit outcomes and tax-saving strategies.


• Advisory Services: Ability to provide additional advisory services, such as financial consulting or business strategy.


• Growth Support: Success in supporting businesses at various growth stages, from startups to established firms.

Compensation and Benefits

• Compensation: Competitive partnership-level compensation, including potential equity or profit-sharing opportunities.


• Benefits: Comprehensive benefits package, including health, dental, vision, and retirement plans.


• Development: Support for professional development and licensure maintenance.