Technical Tax Partner - UHNW (REMOTE)

Jobot; Town of Woodbury (NY); Hybrid; USD 250,000 - 600,000; Full time

Benefits offered by this job

Hybrid work schedule (3/2)

401(k) with match

Dental insurance

Disability insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Partner-level opportunity

Job summary

Jobot is seeking a highly technical Tax Partner in Woodbury, NY to serve as the firms key tax resource for partners, managers, and staff. You will research and resolve complex federal, state, and local tax issues while guiding planning strategies for privately held clients across diverse industries.

This role emphasizes technical excellence and mentorship over business development, with a hybrid work model and strong compensation package.

Qualifications

• CPA license is required and J.D./LL.M. in Taxation is preferred.
• Extensive 15+ years of public accounting tax experience.
• Strong leadership, mentoring, and client advisory skills.

Responsibilities

• Serve as the firms primary technical tax resource for partners, managers, and staff.
• Research and analyze complex federal, state, and local tax issues.
• Provide guidance on pass-through entities, corporations, partnerships, trusts, and individuals.
• Stay current on tax legislation and regulatory developments.
• Review complex tax returns and provide technical oversight.
• Assist with tax planning strategies for business owners and closely held companies.
• Support resolution of challenging client tax matters and IRS issues.
• Mentor and train tax professionals across the firm.
• Collaborate on technical tax policies and best practices.
• Participate in client consultations involving sophisticated tax matters.

Skills

Tax expertise

Leadership

Mentoring

Client advisory

Research skills

Education

J.D./LL.M. in Taxation

CPA license

Job description

Job details:

Great culture!

This Jobot Job is hosted by: Ruby Voight

Salary: $250,000 - $600,000 per year

A bit about us:

We are a highly respected and growing public accounting and advisory firm serving privately held businesses, high-net-worth individuals, and closely held entities across a variety of industries. Our team is committed to delivering exceptional client service while fostering a collaborative environment where technical excellence and professional growth are highly valued.

As we continue to expand, we are seeking a Technical Tax Partner to serve as a key resource for our tax team. This is an ideal opportunity for a seasoned tax professional who enjoys solving complex tax issues, mentoring staff, and serving as the firm's technical tax expert.

Why join us?

• Hybrid schedule - 3 days in office / 2 days remote
• 401(k) with match
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Established and growing CPA firm with a strong reputation in the market
• Partner-level opportunity with significant influence on firm strategy and technical direction
• Highly collaborative culture with experienced leadership and talented professionals
• Focus on technical excellence rather than heavy business development requirements
• Opportunity to mentor and develop the next generation of tax professionals
• Exposure to complex and challenging tax matters across a diverse client base
• Competitive compensation and comprehensive benefits package
• Flexible, team-oriented environment located in Woodbury, NY

Job Details

What You'll Do

• Serve as the firm's primary technical tax resource for partners, managers, and staff
• Research and analyze complex federal, state, and local tax issues
• Provide guidance on intricate tax matters involving pass-through entities, corporations, partnerships, trusts, and individual taxation
• Stay current on tax legislation, regulatory developments, and emerging tax planning opportunities
• Review complex tax returns and provide technical oversight as needed
• Assist with tax planning strategies for business owners and closely held companies
• Support the resolution of challenging client tax matters and IRS issues
• Mentor and train tax professionals across the firm
• Collaborate with firm leadership on technical tax policies, procedures, and best practices
• Participate in client consultations involving sophisticated tax matters and transactions

Qualifications

• CPA license required
• J.D. and/or LL.M. in Taxation strongly preferred
• 15+ years of public accounting tax experience
• Extensive technical tax expertise with federal and state tax matters
• Strong background working with privately held businesses and small-to-mid-sized companies
• Experience with complex business returns, multi-entity structures, and advanced tax planning strategies
• Knowledge of international tax matters is a plus
• Exceptional tax research, analytical, and problem-solving abilities
• Proven experience reviewing complex tax engagements and advising internal teams
• Strong leadership and mentoring skills
• Ability to work from or commute to Woodbury, NY

Ideal Candidate

This role is best suited for a highly technical tax professional who enjoys being the subject matter expert within a firm. Rather than focusing heavily on business development, this individual will serve as a trusted advisor to partners, managers, and staff by providing guidance on complex tax issues, interpreting tax law changes, and helping the firm navigate sophisticated tax matters with confidence.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.