Tax Partner $300k-$350k

Whitman Advisory Job Community

New Jersey

On-site

USD 350,000 - 550,000

Full time

2 days ago
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Job summary

Whitman Advisory is partnering with a growing CPA firm to expand its tax practice by adding experienced Tax Partners across multiple specialties. The firm seeks senior tax leaders from diverse backgrounds to contribute to growth and service expansion.

The Tax Partner will drive complex engagements, provide high-level technical and strategic guidance, and collaborate with leadership to identify growth opportunities and strengthen client relationships.

Qualifications

  • Senior leadership experience at a CPA/public accounting firm.
  • CPA is required.

Responsibilities

  • Lead and oversee complex tax engagements within your area of expertise.
  • Provide strategic tax planning, compliance, and advisory services to clients.
  • Mentor, develop, and support tax managers and senior professionals.
  • Support business development and expand existing client relationships; develop new business.
  • Represent the firm professionally in the marketplace and industry networks.

Skills

Leadership
Business development
Client relationships
Tax expertise
Strategic guidance

Education

CPA certification

Job description

Whitman Advisory is partnering with an established and growing CPA firm that is actively expanding its tax practice and seeking experienced Tax Partners across a broad range of specialties.

The firm is open to considering accomplished partner-level professionals from diverse tax backgrounds. This opportunity is ideal for a senior tax leader who is interested in joining a firm that is investing significantly in the continued growth and development of its tax group.

Areas of Interest

The firm is interested in Tax Partners with experience in one or more of the following areas:

  • General tax compliance and advisory
  • Pass-through entities
  • Partnerships and S corporations
  • High-net-worth and ultra-high-net-worth individuals
  • Trusts and estates
Position Overview

The Tax Partner will play an important role in expanding the firm's tax capabilities, strengthening client relationships, supporting business development, and providing high-level technical and strategic guidance.

The selected candidate will work closely with the firm's leadership and other partners to identify opportunities for growth, enhance service offerings, and support the continued development of the tax practice.

Key Responsibilities
  • Lead and oversee complex tax engagements within the candidate's area of expertise.
  • Provide strategic tax planning, compliance, and advisory services to clients.
  • Serve as a trusted advisor to business owners, executives, individuals, families, and other key stakeholders.
  • Build and maintain strong, long-term client relationships.
  • Identify opportunities to expand existing client relationships and develop new business.
  • Collaborate with partners and professionals across tax, accounting, audit, advisory, and other service lines.
  • Provide technical leadership and guidance on complex tax matters.
  • Mentor, develop, and support managers, senior professionals, and other members of the tax team.
  • Participate in the strategic growth and continued expansion of the firm's tax practice.
  • Represent the firm professionally in the marketplace and within relevant industry networks.
Qualifications
  • Current or prior experience at the Tax Partner, Principal, Managing Director, or equivalent senior leadership level within a CPA, public accounting, tax, or professional services firm.
  • Significant experience in tax compliance, planning, consulting, advisory, or transaction-related services.
  • Strong technical knowledge within the candidate's area of tax specialization.
  • Demonstrated ability to manage complex client relationships and engagements.
  • Strong leadership, business development, communication, and relationship-management skills.
  • Ability to collaborate effectively with firm leadership, partners, professionals, and clients.
  • CPA is required.

This is an opportunity to join a firm that is highly committed to strengthening and expanding its tax group. The firm is interested in speaking with accomplished tax leaders from a variety of backgrounds and is open to exploring how each candidate's expertise, relationships, and leadership experience could contribute to the continued growth of the practice.

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