Tax Partner

Responsibilities

• 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

• 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

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.