Tax Partner; HNW

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Position: Tax Partner – High Net Worth (Remote)

Compensation: Up to $210K base salary + Bonus + Equity Opportunities (Compensation structure will vary based on experience and book of business)

Must have a transferable book of business (ideally $300K+ in recurring revenue).

Location: Fully Remote - Candidates can be based anywhere in the US (Except California)

Firm Overview:

Our client is a modern, growth-focused CPA firm with over 100 employees. They combine a high-touch client experience with strong operational infrastructure, allowing professionals to thrive while delivering exceptional service.

Role Overview:

We are seeking an experienced Tax Partner. This is a strategic hire focused on serving complex individual and fiduciary clients while contributing to long-term firm growth. The role offers full remote flexibility, client ownership, equity opportunities, and strong support across operations, technology, and staffing.

Ideal Candidate:

• Current or former Partner, solo practitioner, or tax leader at a CPA firm
• 10+ years of experience serving high-net-worth individuals, trusts, and estates
• Deep technical expertise in 1040s, 1041s, 1065s, and 1120-S
• CPA required
• LLM or Master’s in Taxation preferred
• Entrepreneurial mindset with interest in contributing to practice growth
• Strong client management skills and collaborative approach

Additional Notes:

• Candidates with a portable book of business are required (ideally $300K+ in recurring revenue)
• This is not a back-office leadership role as we are seeking someone who enjoys client-facing work, mentorship, and long-term firm-building
• Equity participation is available and can grow based on performance and contribution
• PTO – Unlimited (excluding busy season)
• 13 holidays
• 401k – 4%
• Medical, Dental, Vision – Cover 75% of employee. Re-evaluating benefits next year

• Seniority level Executive

• Employment type
  
  Full-time

• Job function
  
  Accounting/Auditing
• Industries Accounting

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Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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