Tax Partner – State and Local Tax

Location: Irvine, CA (also available in Los Angeles, Woodland Hills, San Francisco, or San Jose) |
Schedule: Full-time, hybrid (in-office and home-based)

A well-established, highly profitable regional CPA firm is seeking a direct-entry Tax Partner specializing in State and Local Tax (SALT) to join its growing practice. The selected candidate will be a subject matter expert in California state and local tax regulations and will play a key leadership role in client service, staff development, and business growth.

• Perform technical tax review and approval of income tax or sales tax returns and governmental tax examinations of any complexity, including franchise and gross receipts taxes (e.g., Texas, Ohio)
• Demonstrate advanced technical skills necessary to advise clients independently
• Manage client service assignments to ensure completion within budgeted time while understanding firm economics and profitability
• Drive business development for SALT-related projects and participate in ongoing business development efforts
• Delegate and manage tax research projects to ensure accurate and efficient outcomes
• Participate in personnel management including recruiting, training, retention, and utilization of accounting staff
• Recruit or assign staff to recruit students at selected colleges and universities
• Interview candidates, extend employment offers, and evaluate accounting staff for promotion and salary adjustments
• Delegate and manage governmental tax examinations, potentially representing clients before taxing authorities
• Maintain familiarity with the qualifications of SALT tax staff and review staff assignments for appropriateness
• Assist in developing trained staff through recruiting, performance evaluations, training aids, and acting as an instructor in professional development programs
• Ensure accurate and timely billing and collection processes
• Maintain complete knowledge of the firm's philosophy and positions on tax matters
• Stay informed on economic and political trends that could affect the business climate or tax legislation
• Contribute to updates of the firm's Quality Control Document
• Participate in the firm's practice development efforts
• Maintain effective relationships with the firm's federal tax partners, directors, and managers
• Promote efficient firm operations and support compliance guidelines when managing others
• Serve on various committees, offering insight to improve firm operations and profitability

• 10 to 15 years of experience in public accounting, with demonstrated progression in complexity, scope, and number of engagements managed
• Bachelor's degree in accounting, or master's degree in accounting
• Minimum of 40 hours of continuing professional education required each year
• Current and valid CPA or JD required

• Sales and use tax experience is a plus

• Excellent benefits package
• Large potential bonuses
• 5% employer contribution to 401K program
• High profit sharing potential

This role offers a reasonable work-life balance with excellent benefits, large potential bonuses, and high profit sharing potential at a well-established, highly profitable regional CPA firm.