Technical Tax Partner

Barb & Company, PA; Town of Woodbury (NY); On-site; USD 270,000 - 330,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

401(k) plan

Professional development

Job summary

Reid Accountants + Advisors is seeking a Technical Tax Partner to lead sophisticated tax planning, advisory, and controversy work for multinational entities and UHNW individuals. You will oversee cross-border structuring, international tax regimes, and complex fund and partnership arrangements.

The role requires deep technical expertise across international, federal, and state/local taxes, with strong leadership, client relationships, and business development capabilities.

Qualifications

• CPA required; JD and/or LL.M. in Taxation a plus.
• Extensive international, federal, and state/local tax experience (15+ years).
• Expertise in complex international tax planning, fund structures, and UHNW taxation.

Responsibilities

• Serve as technical authority on complex U.S. and international tax matters across inbound/outbound structuring, cross-border reorganizations, M&A, and global investments.
• Advise on international regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
• Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, and multinational groups.
• Lead tax planning for UHNW individuals and families including pre-immigration planning, cross-border trusts, PPLI, CRTs, and wealth transfer strategies.
• Provide advanced partnership tax planning (704(b), 704(c), disguised sales, targeted allocations, interest limitation, aggregation elections).
• Advise private equity, hedge funds, venture capital, and financial services clients on fund structuring, parallel funds, QOZs, crypto investments, and complex tiered funds.
• Oversee U.S. and international tax compliance; manage risk and deliver accurate tax provisions.

Skills

CPA

Tax planning

International tax

Partnership tax

Fund structures

UHNW taxation

Business development

Leadership

Education

JD/LL.M. in Taxation

Job description

Technical Tax Partner

Reid Accountants + Advisors, an independent, full‑service accounting and advisory firm, is hiring. Our offices are located in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra‑high‑net‑worth (UHNW) individuals. The role requires deep technical expertise across international, federal, and state/local income and transfer taxes, coupled with strong client relationship management, practice leadership, and business development capabilities.

Key Objectives

• Serve as the technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross‑border reorganizations, mergers and acquisitions, and global investment structures.
• Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
• Design and implement tax‑efficient structures involving partnerships, corporations, trusts, tax‑exempt entities, hybrid entities, and multinational affiliated groups.
• Lead tax planning for UHNW individuals and families, including pre‑immigration planning, cross‑border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.
• Provide advanced partnership tax planning, covering Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections.
• Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements.
• Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities.
• Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management.
• Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters.
• Prepare and review private letter ruling requests and technical memoranda on novel and high‑risk tax issues.
• Act as the primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives.
• Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts.
• Collaborate with audit, accounting, and legal teams to support client growth across practice areas.
• Lead and expand the firm’s international tax and financial services tax practices.
• Develop innovative tax strategies and service offerings in response to legislative and regulatory changes.
• Mentor and train senior tax professionals, fostering technical excellence and professional development.
• Contribute to firm thought leadership through internal training, client presentations, and technical publications.

Requirements

• CPA required; JD and/or LL.M. in Taxation a plus.
• Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms.
• Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation.
• Proven ability to manage and grow a significant book of business and support firm‑wide revenue growth.
• Strong leadership, client‑facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients.
• Recognized technical authority with experience leading international tax or financial services practices.
• Entrepreneurial mindset with a track record of developing innovative tax solutions.
• Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions.

Compensation and Benefits

Job Type: Full‑time. Schedule: Monday to Friday. Hybrid work environment. This position operates as part of a U.S. East Coast‑based team, with typical working hours aligning with EST to facilitate effective collaboration.

Competitive salary starting at $300,000 annually, commensurate with experience and qualifications. Robust benefits package includes:

• Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)
• Company‑paid Life and Long‑Term Disability Insurance
• Ancillary benefits such as supplemental life insurance and short‑term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning

Equal Employment Opportunity

Crete Professionals Alliance is an equal‑opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

Contact

Office Headquarters:
7600 Jericho Turnpike, Suite 400
Woodbury, NY 11797
Phone: [phone] – Fax: [phone]

Locations

• New York
• South Carolina