Tax Partner

Tax Director / Tax Partner (Partner Track) Location: Brea, CA (Hybrid – 3 to 4 Days In Office) Level: Tax Director to Tax Partner (Partner Track) Compensation: Competitive and Commensurate with Experience + Performance Bonus + Clear Path to Equity Partnership Overview We are seeking an experienced Tax Director or Partner-Track Tax Leader to join our growing practice in Brea, California . This is an exceptional opportunity for a client-focused tax professional who aspires to become an equity partner and future owner of a highly profitable public accounting firm. Our practice primarily serves High‑Net‑Worth individuals, family‑owned businesses, trusts, estates, and closely held companies , delivering integrated tax planning, business advisory, and wealth management solutions. The ideal candidate will enjoy building long‑term client relationships, leading teams, and advising clients on sophisticated tax matters while contributing to the firm’s continued growth. Candidates may join as a Tax Director , Senior Tax Director , or Tax Partner , depending on experience, leadership capabilities, and business development background, with a clearly defined path to equity ownership. Key Responsibilities Serve as the primary advisor to High‑Net‑Worth individuals, family groups, entrepreneurs, and closely held businesses. Provide strategic tax planning involving individual, corporate, partnership, trust, and estate taxation. Review complex federal and state tax returns for individuals, S corporations, C corporations, partnerships, trusts, and estates. Advise clients on entity structuring, succession planning, estate planning, and wealth preservation strategies. Build and maintain long‑term client relationships while delivering exceptional client service. Lead, mentor, and develop a high‑performing tax team, including coordinating work with offshore professionals. Review tax engagements to ensure technical accuracy, efficiency, and quality. Make independent technical and business decisions while providing practical solutions to complex client issues.Collaborate with firm leadership on strategic initiatives and practice growth. Identify opportunities to expand client relationships and contribute to business development efforts. Stay current with evolving federal, state, and local tax legislation and proactively advise clients. Qualifications Active CPA license required. Master's in Taxation (MST) or advanced tax credentials preferred. 10–15+ years of public accounting tax experience. Strong experience preparing and reviewing: Individual Tax Returns S Corporation Returns C Corporation Returns Partnership Returns Experience advising High‑Net‑Worth individuals, family‑owned businesses, and closely held companies. Strong knowledge of tax planning, estate planning, and wealth management‑related tax strategies. Demonstrated experience leading tax professionals and managing complex engagements. Excellent communication and client relationship management skills. Ability to make sound technical and business decisions independently. Experience from a regional or national public accounting firm is highly preferred. Business development experience is welcomed but not required for candidates pursuing the partner track. Preferred Background Experience serving clients in one or more of the following areas is highly desirable: Family‑Owned Businesses Closely Held Companies Wealth Management Multi‑Entity Tax Structures Why Join Us? Clear path to Equity Partnership and future ownership. Opportunity to work with sophisticated High‑Net‑Worth individuals and family‑owned businesses. High level of client interaction with complex tax, business, and wealth management matters. Collaborative leadership team with an entrepreneurial culture. Hybrid work environment with 3–4 days per week in the Brea office. Competitive compensation package based on experience and qualifications, including bonus potential and partnership opportunities. Comprehensive benefits package and ongoing professional development support. This opportunity is ideal for an experienced Tax Director, Senior Tax Director, or Partner seeking a long‑term leadership role with significant client exposure, team leadership responsibilities, and a well‑defined path to equity ownership within a successful and growing public accounting firm. #J-18808-Ljbffr