Tax Partner (HNW)

Brewer Morris

United States

Remote

USD 210,000 - 275,000

Full time

14 days+

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Benefits offered by this job

Unlimited PTO (excluding busy season)

13 holidays

401k – 4%

75% coverage for Medical, Dental, Vision

Equity participation based on performance

Job summary

A leading CPA firm is seeking an experienced Tax Partner with a strong background in serving high-net-worth individuals. This role offers full remote flexibility and opportunities for equity participation. The ideal candidate will have over 10 years of relevant experience, a CPA certification, and a portable book of business for continued firm growth.

Qualifications

10+ years experience serving high-net-worth individuals, trusts, and estates.
Deep technical expertise in 1040s, 1041s, 1065s, and 1120-S.
Portable book of business ideally $300K+ in recurring revenue.

Responsibilities

Serve complex individual and fiduciary clients.
Contribute to long-term firm growth.
Mentor and take part in client-facing work.

Skills

Client Management

Tax Expertise

Entrepreneurial Mindset

Collaboration

Education

CPA

LLM or Master’s in Taxation

Job description

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This range is provided by Brewer Morris. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$210,000.00/yr - $275,000.00/yr

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Position: Tax Partner – High Net Worth (Remote)

Compensation: Up to $210K base salary + Bonus + Equity Opportunities (Compensation structure will vary based on experience and book of business)

Must have a transferable book of business (ideally $300K+ in recurring revenue).

Location: Fully Remote - Candidates can be based anywhere in the US (Except California)

Firm Overview:

Our client is a modern, growth-focused CPA firm with over 100 employees. They combine 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. This is a strategic hire focused on serving complex individual and fiduciary clients while contributing to long-term firm growth. The role offers full remote flexibility, client ownership, equity opportunities, and strong support across operations, technology, and staffing.

Ideal Candidate:

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 interest in contributing to practice growth
Strong client management skills and collaborative approach

Additional Notes:

Candidates with a portable book of business are required (ideally $300K+ in recurring revenue)
This is not a back-office leadership role as we are seeking someone who enjoys client-facing work, mentorship, and long-term firm-building
Equity participation is available and can grow based on performance and contribution
PTO – Unlimited (excluding busy season)
13 holidays
401k – 4%
Medical, Dental, Vision – Cover 75% of employee. Re-evaluating benefits next year

Seniority level

Seniority level
Executive

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

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