Tax Partner | Growth Leader & Client Advisory

Oros Search; New York (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

Oros Search represents a boutique CPA firm in Manhattan seeking an experienced Tax Partner to join its leadership team and grow the tax practice. The ideal candidate will manage an existing book of business, lead engagements, and advise on complex federal, state, and local tax matters.

This role blends technical tax expertise with client relationship management, tax planning, and practice development in a collaborative environment.

Qualifications

• Bachelor's degree in Accounting or related field required.
• CPA license required.
• Significant public accounting tax experience with complex engagements.
• Experience as Tax Partner, Tax Director, sole practitioner, or senior tax professional with client ownership preferred.
• Established book of business or ability to generate new business.

Responsibilities

• Manage and grow an existing book of business and oversee client engagements.
• Prepare and review complex federal, state, and local tax returns for numerous entity types.
• Oversee engagements from planning to filing and ongoing advisory services.
• Advise business owners and high-net-worth individuals on tax planning and business matters.
• Provide guidance on entity structuring, pass-through taxation, and multi-state taxation.
• Identify tax-saving opportunities and develop strategies to minimize liabilities.
• Lead client relationships, set engagement expectations, and mentor staff.
• Conduct technical research and ensure high-quality, timely service.

Skills

Tax planning

Client relationship management

Leadership

Business development

Education

Bachelor's degree in Accounting or related field

CPA license

EA license (optional)

Job description

Oros Search represents a boutique CPA firm in Manhattan seeking an experienced Tax Partner to join its leadership team and grow the tax practice. The ideal candidate will manage an existing book of business, lead engagements, and advise on complex federal, state, and local tax matters.

This role blends technical tax expertise with client relationship management, tax planning, and practice development in a collaborative environment.