Tax Partner

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

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.

Benefits

Bonus and equity opportunities

Medical and insurance benefits

Flexible Time Off (FTO)

401k Safe Harbor Plan

Paid holidays

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

Referrals increase your chances of interviewing at Brewer Morris by 2x

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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