Tax Partner: Strategy, Growth & Client Leadership

Whitman Advisory LLC; New Jersey; On-site; USD 250,000 - 450,000; Full time

Job summary

Whitman Advisory LLC, in partnership with an established CPA firm, is seeking experienced Tax Partners across a broad range of specialties in New Jersey.

The firm offers a high-visibility role to senior leaders, with opportunities to expand tax capabilities, lead engagements, and mentor teams while developing business and relationships with clients.

Qualified candidates will be CPA-certified, possess deep technical knowledge, and demonstrate strong leadership and strategic acumen.

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.
• CPA is required.

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.

Skills

General tax

Pass-through entities

Partnerships & S-corps

HNW & UHNW

Trusts & Estates

Education

CPA Certification

Job description

Whitman Advisory LLC, in partnership with an established CPA firm, is seeking experienced Tax Partners across a broad range of specialties in New Jersey.

The firm offers a high-visibility role to senior leaders, with opportunities to expand tax capabilities, lead engagements, and mentor teams while developing business and relationships with clients.

Qualified candidates will be CPA-certified, possess deep technical knowledge, and demonstrate strong leadership and strategic acumen.