Tax Partner: Lead Pass-Through Tax & Client Advisory

• Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals

• Specialize in pass-through entity (partnership and S corporation) taxation, with a focus on complex 1040 compliance and planning

• Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements

• Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment

• Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients

• Collaborate across service lines and offices, embracing the firm’s “one firm” mentality and commitment to colleagues’ success

Requirements

• Active CPA license required
• Bachelor’s degree in Accounting, Finance, or Economics required
• Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance
• Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning
• Strong leadership and staff development skills
• Excellent oral and written communication skills
• Exceptional interpersonal skills for collaborating with partners and guiding clients
• Excellent problem-solving, organizational, and analytical skills

Core Competencies

Demonstrates expertise in pass-through entity taxation and complex individual tax compliance, while providing exceptional client service and fostering team development. Proven ability to lead business development efforts and collaborate effectively across service lines.

Highest-signal resume keywords

• Active CPA License
• Pass-Through Entity Taxation Expertise
• Complex Individual Tax Compliance
• Leadership and Staff Development
• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Pass-Through Entity Taxation
• Complex 1040 Compliance
• Federal Tax Compliance
• Multi-State Tax Compliance
• Partnership Tax Planning
• Individual Tax Planning
• Analytical Skills

Soft Skills

• Interpersonal Skills
• Problem-Solving Skills
• Organizational Skills

Certifications & Qualifications

• CPA License

Industry Keywords

• Tax Planning Services
• High-Net-Worth Individuals
• Family Businesses
• Client Service
• Business Development