Tax Partner

Tax Partner

Location:

Green Meadows area or Fremont

In Office Requirement:
Hybrid available (2-5 days a week)

Salary: $200-400k total comp

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 doing

• Oversee 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.

Requirements

• 10+ Years in Public Accounting
• Active CPA or JD
• Experience Preparing, Reviewing, and Signing off on individual, business, and fiduciary returns
• Ability to work directly with clients as the main point of contact & manager relationship
• Expert at tax planning
• Ability to conduct complex tax research and stay up to date on current tax law and tax codes

Benefits

Total Comp (base + bonuses): $200,000-$400,000

• Quarterly Bonuses (15-30%)
• 6-18 month path to partner
• Remote work opportunity
• Flexible Hours
• Medical, Dental, Vision
• PTO (starting at 4 weeks)
• Collaborative Work Environment
• 401k w/ Match
• Fridays off between Labor Day and Memorial Day

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.