Tax Partner

AJ Chambers is working with an established independent CPA firm in San Antonio that is looking to appoint an experienced Tax Partner as part of the firm's longer-term succession planning.

This opportunity would suit an experienced tax professional who combines strong technical knowledge with the ability to develop trusted, long-standing client relationships.

The firm's work spans a broad mix of privately held businesses, business owners, individuals and families
, with tax services complemented by wider business and financial advisory.

The successful individual will take responsibility for managing and developing key client relationships while providing high-level tax planning, technical guidance and advisory support.

Areas of experience likely to be particularly relevant include:

• Federal and multistate taxation
• Individual and high-net-worth taxation
• Partnerships, S Corporations and C Corporations
• Privately held and closely held businesses
• Estate, gift and trust taxation/planning
• Business succession and ownership planning
• Entity structuring and transaction-related tax matters
• Proactive tax planning and broader business advisory

The firm's business clients operate across a variety of industries, including real estate, construction, oil & gas, professional services, healthcare, manufacturing and financial services
.

Interested in speaking with established Tax Partners, Tax Directors, Principals or experienced senior tax leaders who can demonstrate:

• Significant public accounting tax experience
• Strong technical knowledge across individual and business taxation
• Experience advising privately held businesses and their owners
• Strong client relationship and advisory capabilities
• Experience reviewing and overseeing complex tax engagements
• Ability to mentor and develop tax professionals
• Commercial awareness and the confidence to advise clients beyond tax compliance
• Ability to operate effectively at Partner level

Experience across HNW individuals, estates and trusts, business succession or closely held business advisory would be particularly valuable.

This is a succession-focused position offering the opportunity to become an important part of an established tax and advisory practice.

The successful individual will work closely with existing senior leadership, build relationships with an established client base and contribute to the continued development of the firm's tax practice.

All conversations will be handled confidentially.