Tax Partner (or Partner potential), CPA Firm

10-person team| Office or Hybrid | Equity Opportunity available. “Lead with Integrity. Grow with Purpose.” Join a boutique CPA firm in the heart of Marin County that blends technical excellence with relationship-driven service. Our client—a well-established local CPA firm—is seeking a seasoned Tax Professional (Solo, Partner, or a Tax Manager on the Partner track) to help shape the future of the firm while preserving its legacy of quality, independence, and client focus. This is a rare opportunity to step into a partner-level role—no book of business required—with a path to equity ownership and significant leadership impact, if desired.

THE OPPORTUNITY

For over 40 years, our client has earned the trust of individuals and small business owners by staying true to three core principles: focus, independence, and quality. With a loyal client base and an experienced team already in place, the firm is poised for continued success—and seeks a senior tax leader to join its next chapter. As Tax Partner, you’ll become a key voice on the leadership team—reviewing complex tax returns, collaborating closely with other tax professionals, and strengthening client relationships. This is a platform for long-term career growth, ownership, and professional satisfaction.

KEY RESPONSIBILITIES

• Lead and review tax filings for individuals, businesses, trusts, and estates.
• Collaborate with and mentor a skilled team of preparers and tax professionals.
• Foster a culture of quality, accountability, and client-first service.

Client Engagement

• Serve as a trusted advisor to clients, offering tax planning, compliance, and strategic counsel.
• Oversee and review tax compliance work to ensure accuracy and alignment with client goals.
• Build and expand client relationships with a personalized, high-touch approach.

Strategic & Operational Oversight

• Refine internal systems and tools (e.g., Lacerte and AI) for operational excellence.
• Manage workflow, deadlines, and team resources to ensure timely delivery.
• Contribute to the firm’s long-term strategy alongside fellow partners.

COMPENSATION

• Base Salary and Bonus totaling in the range of $150,000 to $250,000, DOE.
• Equity component negotiable.

IDEAL CANDIDATE PROFILE

• CPA, MS in Taxation, or equivalent strongly preferred.
• At least 7 years of experience in public accounting with demonstrated leadership and review responsibilities.
• Skilled in reviewing tax compliance and tax planning for a diverse range of clients.
• Strong interpersonal and mentorship skills; enjoys working closely with team members. Appreciates a frictionless, cohesive office environment.
• Collaborative, detail-oriented, and driven by high standards of quality and integrity.

WHY JOIN THIS CPA FIRM?

40+ years of trusted reputation in Marin County Loyal client base and experienced team ready to support you Competitive compensation with performance-based bonus Equity ownership potential (beginning as early as year one) Flexible hybrid work environment Independence in client advice—no product sales, commissions, or outside incentives Peer-reviewed firm culture that values continuous learning, process excellence, and quality client service. “Our client is seeking a collaborative, experienced tax professional to step into a leadership role where they can both make an impact and grow into ownership.” — Paul Herrerias, Executive Search Consultant

NEXT STEPS

Qualified and interested candidates are invited to apply in confidence. #J-18808-Ljbffr Herrerias & Associates