Tax Partner

Green Lion Search Group; Houston (TX); On-site; USD 350,000 - 550,000; Full time

Benefits offered by this job

ESOP (Employee Stock Ownership Plan)

Job summary

Green Lion Search Group is recruiting a Tax Partner to join the private client services practice serving high net worth individuals in Houston. The role focuses on leading tax planning, compliance and advisory work for families and business owners with complex needs.

Ideal candidates are current partners or MDs with substantial private client tax experience, especially from the Big Four, and a track record of building client relationships and leading teams.

Qualifications

• Strong private client tax experience with high-net-worth individuals and families.
• Proven ability to build and maintain client relationships and grow the practice.
• Experience leading complex tax engagements and mentoring junior staff.

Responsibilities

• Lead tax planning, compliance and advisory relationships for high-net-worth individuals and families.
• Address interactions between personal income taxes, business ownership and investment holdings.
• Coordinate estate, gift, trust and succession planning with clients’ legal and financial advisors.
• Oversee complex engagements, maintain technical quality and client service.
• Build referral relationships and identify opportunities to expand the private client practice.
• Mentor professionals and manage engagement staffing, delivery and financial performance.

Skills

Tax planning

Client relationship management

Leadership

Mentoring staff

Business development

Education

CPA certification

Big Four experience

Job description

Tax Partner — Private Client Services / High Net Worth

Green Lion Search Group is recruiting a Tax Partner to join the private client services practice of a national public accounting firm in Houston. The focus is advising high-net-worth individuals, families and business owners with complex tax needs.

Established partners and experienced managing directors ready to move into a partner role are encouraged to explore the opportunity. Local candidates and those considering relocation are welcome.

The Opportunity

• An initial client portfolio to build upon as you grow the practice.
• Flexibility for higher compensation for established partners, depending on the value they bring.
• Bonus opportunity and an employer-funded Employee Stock Ownership Plan (ESOP).
• Support with potential client transitions, based on individual circumstances.

Responsibilities

• Lead tax planning, compliance and advisory relationships for high-net-worth individuals and families.
• Address the interaction between personal income taxes, business ownership and investment holdings.
• Coordinate estate, gift, trust and succession planning matters with clients’ legal and financial advisors.
• Oversee complex engagements and maintain consistent technical quality and client service.
• Build referral relationships and identify opportunities to expand the private client practice.
• Mentor professionals and manage engagement staffing, delivery and financial performance.

Ideal Background

• Current managing director or partner with substantial private client tax experience; Big Four experience strongly preferred.
• Strong background advising high-net-worth individuals, business owners and families.
• Experience with complex individual taxation and pass-through entities.
• Estate, gift, trust or family office experience is valuable.
• Ability to build lasting client relationships, develop business and lead teams.