Tax Partner - State and Local Tax

Tom Trese Networking LLC; Woodland (CA); Hybrid; USD 200,000 - 350,000; Full time

Benefits offered by this job

Bonuses

401(k) with company match

Job summary

Tom Trese Networking LLC seeks a Tax Partner specializing in State and Local Tax to join a well-established CPA firm. Hybrid work, with office options in Los Angeles, Irvine, Woodland Hills, San Francisco, or San Jose, offers excellent benefits, bonuses, and a 5% 401(k) employer contribution.

The role demands CA SALT mastery, leadership in staff development, and active business development for SALT engagements. CPA or JD required with 10–15 years’ public accounting experience.

Qualifications

• Ten to fifteen years of public accounting experience with increasing responsibility.
• Bachelor’s or Master’s degree in accounting and CPA or JD.
• Forty hours of continuing professional education annually.

Responsibilities

• Perform technical review and approval of income and sales tax returns and examinations.
• Advise clients independently with advanced SALT knowledge.
• Manage client service within budgeted time and ensure profitability.
• Lead business development for SALT projects and recruit staff.
• Supervise tax research, staff development, and billing processes.
• Represent clients before tax authorities when required.

Skills

SALT tax expertise

Business development

Client service

Staff management

Training & mentoring

Education

Bachelor's in accounting

Master's in accounting

CPA or JD

Job description

Tax Partner - State and Local Tax

Well established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing staff. Must be a subject matter expert in State of CA state and local tax regulations.The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either L. A., Irvine, Woodland Hills, San Francisco, or San Jose. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, and high profit sharing potential!

Responsibilities

• Performs technical tax review and approval of income tax or sales tax returns and governmental tax examinations of any complexity. This would also include franchise and gross receipts taxes (e.g. Texas, Ohio). Sales and use tax experience would be a plus
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients independently.
• Performs all tasks related to client service and sees that assignments are accomplished within budgeted time. Understands firm economics and profitability.
• Demonstrated record of business development for SALT-related projects and continued participation in the business development process
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Involved with the management and administration of the personnel function as it relates to acquisition, training, retention, and utilization of accounting staff. Recruits or assigns individuals to recruit students at selected colleges and universities.
• Interviews and oversees extending initial offers of employment to potential accounting staff employees. Reviews and evaluates accounting staff personnel for purposes of promotion and salary adjustment. Releases employees on the accounting staff who are not to be retained.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all SALT tax staff members; reviews staff assignments for appropriateness.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Adheres to accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Involved with updating the Firm's Quality Control Document.
• Participates in the Firm’s practice development efforts.
• Maintains consistent and effective relationships with the Firm's federal tax partners, directors and managers.
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
• Participates on various committees; offers opinions and insight to better improve the Firm’s operation and profitability.

Qualifications

• Generally, requires ten (10) to fifteen (15) years of experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed.
• Bachelor’s degree in accounting, or master’s degree in accounting.
• Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills.
• A current and valid CPA or JD is required.