Tax Partner

Job DetailExperience Level PrincipalDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000022520Salary Type AnnuallyIndustry Family Office;Financial Services;Public Accounting;Individual and Family ServicesSelling Points Lead impactful tax strategies for high-net-worth clients and businesses. Enjoy a hybrid work environment with equity opportunities and competitive pay. Collaborate in a family-oriented culture with extensive resources.Job DescriptionTax Partner OverviewThe Tax Partner role focuses on delivering advanced tax planning and advisory services to high-net-worth individuals and businesses.Collaborate with a dynamic team in a hybrid work environment, blending flexibility with professional engagement.Leverage extensive resources akin to Big 4 firms while enjoying a family-oriented culture.Drive client satisfaction through innovative tax strategies and compliance solutions tailored to unique needs.Engage in leadership activities, mentoring senior professionals and fostering a collaborative team atmosphere.Contribute to firmwide initiatives, including technology adoption and process improvement strategies.Expand client relationships and identify new business opportunities to sustain growth.Benefit from equity opportunities and a competitive compensation package.Tax Partner Key Responsibilities & DutiesLead complex tax compliance and consulting engagements for high-net-worth individuals and privately held businesses.Provide partner-level review and approval of federal, state, and local tax returns.Advise clients on sophisticated tax planning strategies and legislative changes.Develop and expand client relationships and identify new business opportunities.Oversee engagement staffing, budgets, profitability, and service delivery standards.Mentor senior tax professionals and foster a culture of continuous learning.Contribute to firmwide technology adoption and process improvement initiatives.Ensure compliance with all regulatory requirements and industry standards.Tax Partner Job RequirementsBachelor of Science (BS) degree in Accounting, Finance, or related field.Minimum of 15 years of experience in tax planning and advisory services.Proven track record of managing complex tax engagements and client relationships.Strong leadership skills with experience mentoring senior professionals.Expertise in federal, state, and local tax regulations and compliance.Ability to identify and develop new business opportunities effectively.Experience with technology adoption and process improvement initiatives.Commitment to delivering exceptional client service and maintaining high ethical standards.