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Tax Partner: Lead Pass-Through Tax & Client Advisory

Jobtailor

  • Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals
  • Specialize in pass-through entity (partnership and S corporation) taxation, with a focus on complex 1040 compliance and planning
  • Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements
  • Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment
  • Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients
  • Collaborate across service lines and offices, embracing the firm’s “one firm” mentality and commitment to colleagues’ success
Requirements Active CPA license required Bachelor’s degree in Accounting, Finance, or Economics required Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning Strong leadership and staff development skills Excellent oral and written communication skills Exceptional interpersonal skills for collaborating with partners and guiding clients Excellent problem-solving, organizational, and analytical skills Core Competencies Demonstrates expertise in pass-through entity taxation and complex individual tax compliance, while providing exceptional client service and fostering team development. Proven ability to lead business development efforts and collaborate effectively across service lines. Highest-signal resume keywords Active CPA License Pass-Through Entity Taxation Expertise Complex Individual Tax Compliance Leadership and Staff Development Excellent Communication Skills ATS Optimization Keywords Hard Skills Pass-Through Entity Taxation Complex 1040 Compliance Federal Tax Compliance Multi-State Tax Compliance Partnership Tax Planning Individual Tax Planning Analytical Skills Soft Skills Interpersonal Skills Problem-Solving Skills Organizational Skills Certifications & Qualifications CPA License Industry Keywords Tax Planning Services High-Net-Worth Individuals Family Businesses Client Service Business Development #J-18808-Ljbffr Jobtailor

Vacancy posted 3 days ago
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