Tax Partner

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Tax Partner
- Fully Remote

Compensation: Base salary + Bonus + Equity Opportunities (Compensation structure will vary based on experience and book of business)

Book of Business:
Transferable book of business of at least $300,000 is required.

Location: Fully Remote – Candidates can be based anywhere in the U.S. (except California)

Firm Overview: A modern, growth-focused CPA firm committed to Creating the Destination Accounting Firm. Combining a high-touch client experience with strong operational infrastructure, allowing professionals to thrive while delivering exceptional service.

Role Overview: We are seeking an experienced Tax Partner for the growing Tax practice. This is a strategic leadership opportunity focused on serving complex individual and fiduciary clients while contributing to the long-term success of the firm. The role offers full remote flexibility, client ownership, equity opportunities, and robust support across operations, technology, and staffing.

Key Responsibilities:

• Serve high-net-worth individuals, trusts, and estates with complex tax needs
• Lead client engagements and manage relationships effectively
• Contribute to firm growth by developing new business and mentoring team members
• Provide expertise in tax compliance, planning, and advisory services
• Collaborate with leadership on strategic initiatives and practice expansion

Ideal Candidate Profile:

• Current or former Partner, solo practitioner, or tax leader at a CPA firm
• 10+ years of experience serving high-net-worth individuals, trusts, and estates
• Deep technical expertise in 1040s, 1041s, 1065s, and 1120-S
• CPA required
• LLM or Master’s in Taxation preferred
• Entrepreneurial mindset with a passion for practice growth
• Strong client management and mentorship skills

Additional Considerations:

• A portable book of business is required (ideally $300K+ in recurring revenue)
• This is a client-facing leadership role, not a back-office position
• Equity participation is available and can grow based on performance and contribution

Benefits include:

• Bonus and equity
• Medical & Insurance Benefits
• Flexible Time Off (FTO)
• Holidays
• 401k Safe Harbor Plan
• Paid holidays

Take the next step in your career with a firm dedicated to professional success and long-term growth.

• Seniority level Director

• Employment type
  
  Full-time

• Job function
  
  Accounting/Auditing
• Industries Accounting

Referrals increase your chances of interviewing at Brewer Morris by 2x

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Pension plan

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