Tax Partner

Job Title: Tax PartnerLocation: Green Meadows area or FremontIn Office Requirement: Hybrid available (2-5 days a week)Requirements: 10+ Years in Public Accounting We are a midsize CPA firm with about 25 employees. We are a full service Public Accounting firm offering Tax, Audit, and Accounting services. We see a high number of High-profile HNWI/UHNWIs that are coming from Big Four and national firms looking for a more personal touch to their services. We also work on a range of entities including complex partnerships, s-corps, and c-corps. Industry-wise we have a large number of entities in the Construction, Agriculture, Wholesale & Distribution, along with your standard closely held businesses. We look to keep the work life balance as a priority with busy seasons staying in the 45-55 hours range and then we offer Fridays off every week between labor day and memorial day. We provide full medical, dental, vision while covering 70% of the premium. What you will be doingOversee tax return preparation for business, corporate, HNWI, and Trust & Estate clients.Develop tax strategies for wealth transfer, minimizing estate and gift taxes.Act as primary contact, addressing client inquiries and providing tailored tax planning and compliance advice.Conduct tax research to solve client-specific issues and identify planning opportunities.Review and mentor staff on trust and estate tax return preparation, ensuring accuracy and compliance.Work with internal teams and external advisors to align tax strategies with clients' broader financial goals.Stay updated on tax law changes, ensuring compliance and advising clients on adjustments as needed.Support growth initiatives by building client relationships, developing new business, and enhancing the firm's trust and estate services.Requirements10+ Years in Public AccountingActive CPA or JDExperience Preparing, Reviewing, and Signing off on individual, business, and fiduciary returnsAbility to work directly with clients as the main point of contact & manager relationshipExpert at tax planningAbility to conduct complex tax research and stay up to date on current tax law and tax codesBenefitsTotal Comp (base + bonuses): $200,000-$400,000Quarterly Bonuses (15-30%) 6-18 month path to partnerRemote work opportunityFlexible HoursMedical, Dental, VisionPTO (starting at 4 weeks)Collaborative Work Environment401k w/ MatchFridays off between Labor Day and Memorial Day