Tax Partner

Brewer Morris; United States; Remote; USD 210,000 - 275,000; Full time

Benefits offered by this job

Bonus and equity opportunities

Medical and insurance benefits

Flexible Time Off (FTO)

401k Safe Harbor Plan

Paid holidays

Job summary

A leading modern CPA firm is seeking a Tax Partner who specializes in serving high-net-worth individual clients. As part of a growth-focused team, you'll enjoy full remote flexibility and have opportunities for equity participation. The role requires a significant portable book of business and offers a competitive compensation structure tailored to your qualifications and experience.

Qualifications

• 10+ years serving high-net-worth individuals, trusts, and estates.
• Deep technical expertise in 1040s, 1041s, 1065s, and 1120-S.
• Current or former Partner or tax leader at a CPA firm required.

Responsibilities

• Serve high-net-worth individuals with complex tax needs.
• Lead client engagements, manage relationships, contribute to firm growth.
• Provide expertise in tax compliance, planning, and advisory services.

Skills

Client Management

Tax Compliance

Tax Planning

Mentorship

Education

CPA

LLM or Master’s in Taxation

Job description

1 hour ago Be among the first 25 applicants

Direct message the job poster from Brewer Morris

Recruitment Consultant - Specializing in Tax, Audit, Accounting, Legal and Professional Services Professionals.

Tax Partner - Fully Remote

Compensation: Base salary + Bonus + Equity Opportunities (Compensation structure will vary based on experience and book of business)

Book of Business: Transferable book of business of at least $300,000 is required.

Location: Fully Remote – Candidates can be based anywhere in the U.S. (except California)

Firm Overview: A modern, growth-focused CPA firm committed to Creating the Destination Accounting Firm. Combining a high-touch client experience with strong operational infrastructure, allowing professionals to thrive while delivering exceptional service.

Role Overview: We are seeking an experienced Tax Partner for the growing Tax practice. This is a strategic leadership opportunity focused on serving complex individual and fiduciary clients while contributing to the long-term success of the firm. The role offers full remote flexibility, client ownership, equity opportunities, and robust support across operations, technology, and staffing.

Key Responsibilities:

• Serve high-net-worth individuals, trusts, and estates with complex tax needs
• Lead client engagements and manage relationships effectively
• Contribute to firm growth by developing new business and mentoring team members
• Provide expertise in tax compliance, planning, and advisory services
• Collaborate with leadership on strategic initiatives and practice expansion

Ideal Candidate Profile:

• Current or former Partner, solo practitioner, or tax leader at a CPA firm
• 10+ years of experience serving high-net-worth individuals, trusts, and estates
• Deep technical expertise in 1040s, 1041s, 1065s, and 1120-S
• CPA required
• LLM or Master’s in Taxation preferred
• Entrepreneurial mindset with a passion for practice growth
• Strong client management and mentorship skills

Additional Considerations:

• A portable book of business is required (ideally $300K+ in recurring revenue)
• This is a client-facing leadership role, not a back-office position
• Equity participation is available and can grow based on performance and contribution

Benefits include:

• Bonus and equity
• Medical & Insurance Benefits
• Flexible Time Off (FTO)
• Holidays
• 401k Safe Harbor Plan
• Paid holidays

Take the next step in your career with a firm dedicated to professional success and long-term growth.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Pension plan

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