Tax Partner - Transferrable Book or firm

LeoForce; Tampa (FL); Hybrid; USD 250,000 - 500,000; Full time

Benefits offered by this job

Hybrid work model

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Equity option

Job summary

LeoForce is seeking a Tax Partner with a transferrable book of business to lead our tax department in Tampa, FL. The role involves high-level planning, client leadership, and strategic growth across corporate tax matters.

You will oversee compliance, planning, and advisory services for partnerships, corporations, and individuals while mentoring junior staff. This is a rare chance to join a growth-focused firm with a flexible hybrid model.

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.
• CPA license is required.
• 5+ years of progressive tax consulting and compliance experience in public accounting or equivalent.

Responsibilities

• Manage and oversee the tax department to ensure delivery of high-quality tax services.
• Develop and maintain strong client relationships to understand business and tax needs.
• Provide innovative tax planning, consulting, and compliance expertise to clients.
• Review complex income tax returns including 1065, 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 relationships and market analysis.
• Collaborate with team to provide comprehensive tax solutions for clients and firm.
• Stay updated on tax legislation changes to provide timely solutions.
• Mentor and train junior staff to support professional development.

Skills

Tax planning

Client relationships

Leadership

CPA license

Communication

Returns review

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation or JD/LLM in Tax (preferred)

Tools

Tax software

Job description

Tax Partner - Transferrable Book or firm

Location: Tampa,FL, US

Experience: C-Level
Salary: $200,000 - $500,000 per year
Job Details
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Responsibilities:
1. Manage and oversee the tax department to ensure the delivery of high-quality tax services to our clients.
2. Develop and maintain strong relationships with clients to understand their business and tax needs.
3. Provide innovative tax planning, consulting, and compliance expertise to clients.
4. Review complex income tax returns including but not limited to 1065 partnership, 1120, 1120s, and Schedule C.
5. Identify and mitigate tax risks and implications of various transactions.
6. Develop and implement strategic tax planning for clients.
7. Generate new business by leveraging existing relationships, networking, and conducting market analysis.
8. Collaborate with team members to provide comprehensive tax solutions that benefit our clients and the firm.
9. Stay updated on industry trends and changes in tax legislation to provide appropriate solutions promptly and effectively.
10. Mentor, guide, and train junior staff members and contribute to their professional development.

Qualifications:
1. 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.
2. Certified Public Accountant (CPA) license is required.
3. A minimum of 5+ years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.
4. Proven experience with managing a book of business and generating new clients.
5. Proficient in tax software and technology to streamline tax planning and compliance.
6. In-depth knowledge of various tax returns including 1065 partnership, 1120, 1120s, and Schedule C.
7. Excellent leadership and team management skills.
8. Strong interpersonal and communication skills to interact effectively with clients and team members.
9. Exceptional problem-solving and analytical skills.
10. Ability to work under pressure and meet tight deadlines.
11. 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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