Tax Partner

Whitman Advisory Job Community; New Jersey; On-site; USD 180,000 - 320,000; Full time

Job summary

Whitman Advisory Job Community in New Jersey is seeking an experienced Tax Partner with a broad generalist background across individual, partnership, corporate, and high-net-worth taxation to join our public accounting team.

The ideal candidate will oversee diverse tax engagements, advise individuals and business owners, and provide comprehensive planning and compliance services across entity types, delivering tailored solutions while maintaining strong client relationships.

Qualifications

• CPA license is required.
• Extensive public accounting experience with broad taxation expertise.
• Experience serving high-net-worth individuals and business owners.
• Strong knowledge of federal and state tax compliance and advisory services.
• Familiarity with Forms 1040, 1065, 1120-S, and 1120; review complex returns.
• Experience managing client engagements and guiding staff.
• Leadership and client relationship management, with partnership potential.

Responsibilities

• Oversee preparation and review of individual, partnership, S corp, and C corp tax returns.
• Provide tax planning, compliance, and advisory services to HNW individuals and owners.
• Advise on federal/state tax matters including NJ regulations and multistate issues.
• Develop tax strategies related to ownership, income tax planning, entity structuring, wealth preservation.
• Mentor and supervise tax managers, seniors, and staff.
• Support business development and growth of the tax practice.

Skills

Communication

Leadership

Client relationship management

Tax planning

Mentoring staff

Education

CPA license

Job description

Compensation: Competitive, commensurate with experience

Position Overview

We are seeking an experienced Tax Partner with a broad generalist background across individual, partnership, corporate, and high-net-worth (HNW) taxation to join a public accounting firm in New Jersey.

The ideal candidate will have extensive experience overseeing diverse tax engagements, advising individuals and business owners, and providing comprehensive tax planning and compliance services across various entity types. This individual should be comfortable working with individual taxpayers, partnerships, S corporations, C corporations, and high-net-worth clients, delivering tailored tax solutions while maintaining strong client relationships.

This opportunity is ideal for a well-rounded tax professional who combines technical expertise with leadership, client relationship management, and the ability to support the continued growth of a public accounting practice.

Key Responsibilities

• Oversee the preparation and review of individual, partnership, S corporation, and C corporation tax returns.
• Provide tax planning, compliance, and advisory services to high-net-worth individuals, business owners, executives, and closely held businesses.
• Advise clients on federal and state tax matters, including New Jersey tax regulations and multistate tax considerations.
• Develop tax strategies related to business ownership, income tax planning, entity structuring, and wealth preservation.
• Manage a diverse client portfolio while serving as a trusted advisor on complex tax matters.
• Review tax engagements for accuracy, compliance, and adherence to applicable tax laws and regulations.
• Mentor and supervise tax managers, seniors, and other team members.
• Identify opportunities to strengthen client relationships, expand service offerings, and contribute to the growth of the firm's tax practice.

Qualifications

• CPA license required.
• Significant public accounting experience with a well-rounded background in individual, partnership, and corporate taxation.
• Demonstrated experience serving high-net-worth individuals and business owners.
• Strong knowledge of federal and state tax compliance, planning, and advisory services.
• Familiarity with Forms 1040, 1065, 1120-S, and 1120, including the ability to review complex returns across these areas.
• Experience managing client engagements, reviewing tax returns, and providing technical guidance to staff.
• Strong communication, leadership, and client relationship management skills.
• Prior tax leadership or partner-level experience preferred, with the ability to contribute to business development and practice growth.

Ideal Candidate

The ideal candidate is a tax generalist rather than a specialist in a single tax niche, with a balanced background in individual taxation, partnerships, corporate tax, and HNW client services. Experience working with closely held businesses, pass-through entities, and complex individual tax situations is particularly valuable.

Candidates should be comfortable moving between different client types and tax engagements while delivering comprehensive tax planning, compliance, and advisory services.