Technical Tax Partner

Crete Professionals Alliance; United States; On-site; USD 270,000 - 330,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Company-Paid Life and Long-Term Disability Insurance

401(k) Plan with employer contributions

Professional growth opportunities

Job summary

Crete Professionals Alliance is seeking a Technical Tax Partner to provide sophisticated tax planning and advisory services for multinational clients. This full-time role requires expertise in international, federal, and state taxation along with strong client relationship management skills. The position offers a salary starting at $300K annually and includes a comprehensive benefits package. This is a hybrid role with flexible scheduling aimed at fostering work-life balance.

Qualifications

• 15+ years in international, federal, and state/local taxation.
• Expertise in complex international tax planning and UHNW individual taxation.
• Proven management and growth of significant business.

Responsibilities

• Serve as a technical authority on U.S. and international tax matters.
• Advise on GILTI, Subpart F, foreign tax credits, and more.
• Design tax-efficient structures involving entities and funds.

Skills

Complex international tax planning

Partnership taxation

Client relationship management

Business development

Leadership

Communication skills

Education

CPA

JD and/or LL.M. in Taxation

Job description

Reid Accountants + Advisors is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices 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. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities.

Key Responsibilities

• Serve as a 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, including Sections 704(b) and 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 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.

Job Type: Full‑time

Schedule: Monday to Friday, Hybrid work environment

This position operates as part of a US East Coast‑based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work‑life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $300K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• 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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

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.

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