Tax Partner - Transferrable Book or firm

Leoforce; Tampa (FL); Hybrid; USD 200,000 - 500,000; Full time

Benefits offered by this job

Hybrid work

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Job summary

Leoforce is seeking a Tax Partner with a transferrable book of business to lead and grow our tax practice in Tampa, FL. The role centers on managing the tax department, delivering high-quality services, and expanding the client base through strategic planning and market development.

The ideal candidate has CPA licensure, 5+ years of progressive tax experience, and a proven ability to manage client relationships while guiding junior staff in a dynamic, hybrid environment.

Qualifications

• Bachelor’s degree in Accounting or Finance; advanced degree preferred.
• CPA license required.
• 5+ years of progressive tax consulting and compliance experience.

Responsibilities

• Manage and oversee the tax department to deliver high-quality tax services to clients.
• Develop and maintain strong client relationships to understand business and tax needs.
• Provide innovative tax planning, consulting, and compliance services to clients.
• Review complex income tax returns (1065, 1120, 1120S, Schedule C).
• Identify and mitigate tax risks and implications of transactions.
• Develop and implement strategic tax planning for clients.
• Generate new business by leveraging relationships and market analysis.
• Collaborate with team to provide comprehensive tax solutions.
• Stay updated on tax legislation to provide timely solutions.
• Mentor and train junior staff.

Skills

Leadership

Client relationships

Tax planning

Tax compliance

Book of business management

Interpersonal skills

Problem solving

Education

Bachelor’s degree in Accounting/Finance

Advanced degree in Taxation/JD/LLM preferred

Tools

Tax software

Job description

Tax Partner - Transferrable Book or firm

Location: Tampa, FL, US

Salary: $200,000 - $500,000 per year

Job Description

Experience: C-Level

Responsibilities:

• Manage and oversee the tax department to ensure the delivery of high-quality tax services to our clients.
• Develop and maintain strong relationships with clients to understand their business and tax needs.
• Provide innovative tax planning, consulting, and compliance expertise to clients.
• Review complex income tax returns including but not limited to 1065 partnership, 1120, 1120s, and Schedule C.
• Identify and mitigate tax risks and implications of various transactions.
• Develop and implement strategic tax planning for clients.
• Generate new business by leveraging existing relationships, networking, and conducting market analysis.
• Collaborate with team members to provide comprehensive tax solutions that benefit our clients and the firm.
• Stay updated on industry trends and changes in tax legislation to provide appropriate solutions promptly and effectively.
• Mentor, guide, and train junior staff members and contribute to their professional development.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field. An advanced degree such as a Master's in Taxation or a JD/LLM in Tax is preferred.
• Certified Public Accountant (CPA) license is required.
• A minimum of 5+ years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.
• Proven experience with managing a book of business and generating new clients.
• Proficient in tax software and technology to streamline tax planning and compliance.
• In-depth knowledge of various tax returns including 1065 partnership, 1120, 1120s, and Schedule C.
• Excellent leadership and team management skills.
• Strong interpersonal and communication skills to interact effectively with clients and team members.
• Exceptional problem-solving and analytical skills.Ability to work under pressure and meet tight deadlines.
• High level of integrity and professionalism.

This is an excellent opportunity for a dedicated and ambitious tax professional to join our firm. You will play a key role in our firm's growth and success while building your career in a supportive and challenging environment. If you are passionate about delivering top-notch tax services and contributing to a team's success, we would love to hear from you.

A bit about us:

If you have a book of business (tax or audit) and want to join a well established firm with great resources, this is the firm for you. This is a unique scenario where you can join a great firm, bring your book of business or merge your entire firm, and get well compensated for it!

We are seeking a highly experienced, dynamic, and ambitious Tax Partner with a transferrable book of business to join our esteemed Accounting and Finance firm. This is an exciting opportunity for an individual who is a strategic thinker, possesses a strong business acumen, and has a proven track record of managing a robust portfolio of clients. The successful candidate will be responsible for leading and managing our tax department, providing high-level tax planning and consulting services to our clients, and expanding our firm's tax practice. This role requires a minimum of 5+ years of experience in the field.

Why join us?

• Partner - bring your book over, this firm will compensate you via cash, equity, base compensation, etc.
• Hybrid
• Unlimited PTO
• Paid holidays
• Medical/dental/vision
• 401K match

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