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Tax Partner

Wealth Recruitment, LLC

Lead, Grow, and Make an Impact!

Our client, a well-established, highly profitable regional CPA firm, is seeking an accomplished Tax Partner specializing in State and Local Tax (SALT) to join its expanding leadership team. This is an exceptional direct-entry Partner opportunity for an experienced tax professional with deep expertise in California state and local tax regulations, a proven track record of business development, and a passion for delivering sophisticated tax solutions.

This opportunity offers the chance to lead a growing SALT practice, advise a diverse client portfolio, mentor talented professionals, and play an influential role in the firm's continued success.

Enjoy the best of both worlds: the leadership, earning potential, and professional influence of a Partner role, combined with a genuinely supportive culture that values work-life balance.

Tax Leadership & Technical Expertise

  • Serve as a trusted subject matter expert in California state and local taxation, providing strategic guidance on complex tax matters.
  • Lead technical reviews of state income, franchise, gross receipts, and other state and local tax returns, ensuring accuracy and regulatory compliance.
  • Advise clients on multistate tax issues, tax planning opportunities, compliance strategies, and risk mitigation.
  • Oversee complex tax research projects, governmental examinations, audits, and tax controversy matters.
  • Represent clients before state and local taxing authorities as needed.
  • Stay ahead of evolving tax legislation, regulatory developments, and economic trends affecting clients.

Business Development & Client Relationships

  • Drive SALT practice growth by identifying new business opportunities and expanding existing client relationships.
  • Leverage established professional networks to generate new engagements and strengthen the firm's market presence.
  • Build lasting relationships with clients by delivering proactive, high-value tax advisory services.
  • Collaborate closely with federal tax partners, directors, and managers to deliver comprehensive tax solutions.
  • Manage engagement profitability, budgets, billing, and collections while maintaining exceptional client service.

Team Leadership & Practice Management

  • Lead, mentor, and develop SALT professionals, fostering a collaborative, high-performing team.
  • Oversee staff assignments, performance evaluations, professional development, and succession planning.
  • Participate in recruiting, interviewing, hiring, and retaining top accounting talent.
  • Support technical training initiatives and professional education programs.
  • Contribute to firmwide strategic planning, quality control initiatives, operational improvements, and leadership committees.
Vacancy posted 1 day ago
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