Tax Partner - Estate & Trust Leader, Hybrid

ExcelliSearch, Inc.; Bremerton (WA); Hybrid; USD 250.000 - 350.000; Vollzeit

Benefits dieser Stelle

Profit sharing

401(k) employer contribution

Hybrid work model

Zusammenfassung

ExcelliSearch, Inc. is seeking a Tax Partner to join a well-established regional CPA firm in a hybrid role, combining home and Bremerton office responsibilities.

The candidate should have substantial estate and trust tax experience, a CPA license, and 10–15 years in public accounting. Opportunity for bonuses and profit sharing, with a 5% employer 401(k) contribution, and strong practice development potential.

Qualifikationen

• Ten to fifteen years of experience in public accounting with progression in engagements managed, especially in estate and trust tax.
• Mandatory CPA license; Bachelor’s or Master’s degree in accounting.
• Minimum 40 hours of continuing professional education per year to maintain technical skills.

Aufgaben

• Oversee all tax services for clients in accounting, taxes, and management advisory services.
• Review and sign-off on tax returns.
• Develop business and manage staff, recruiting and training, and expanding client relationships.

Kenntnisse

Estate & Trust Tax Experience

Client relationship management

Staff development

Ausbildung

Bachelor’s degree in accounting

Master’s degree in accounting

CPA license

Jobbeschreibung

ExcelliSearch, Inc. is seeking a Tax Partner to join a well-established regional CPA firm in a hybrid role, combining home and Bremerton office responsibilities.

The candidate should have substantial estate and trust tax experience, a CPA license, and 10–15 years in public accounting. Opportunity for bonuses and profit sharing, with a 5% employer 401(k) contribution, and strong practice development potential.