Tax Partner

Tax Partner

Income Tax Department • CPA Firm • Full-Time | Hybrid

Reports To: Managing Partner / CEO

POSITION SUMMARY

The Tax Partner sets the technical and strategic direction for a practice area, owns a book of business, and carries final authority on the firm’s most complex planning and compliance engagements. This role is accountable for client outcomes, the financial performance of the practice, and the growth of the firm through new business and lasting relationships.

The ideal candidate is a licensed CPA with a distinguished record of technical leadership, business development, and people development. Beyond mastery of the code, we seek a builder: someone who wins and retains clients, mentors managers into leaders, and shapes the culture and standards of the firm.

WHAT THIS ROLE DOES

Lead a practice area and a book of business; provide the firm’s highest level of tax strategy and advisory, drive new business and client retention, develop managers into the next generation of leaders, and help steer firm strategy, standards, and growth.

YOUR ONE THING

“Wow the client with quick, clear, and concise communication - every time.”

This is not a metric. It is a standard. Every email, every call, every deliverable is an opportunity to demonstrate that our clients made the right choice.

CORE RESPONSIBILITIES

• Serve as the final technical authority and signatory on the firm’s most complex individual, business, and fiduciary engagements.
• Own and grow a book of business, leading client retention, expansion, and the relationship at the executive level.
• Drive business development, including referral networks, prospecting, proposals, and community presence.
• Provide high-level tax strategy and advisory for the firm’s most significant clients and engagements.
• Develop and mentor managers, building succession depth and a pipeline of future firm leaders.
• Own the financial performance of the practice, including revenue, realization, and profitability targets.
• Help shape firm strategy, technical standards, risk management, and quality control.
• Represent the firm externally and uphold its reputation, values, and professional standards.

EXPECTATIONS

Every member of our team is expected to:

• Live and model our Core Values in every interaction: People First, Wow Every Client, Best Possible Outcome.
• Steward the firm’s reputation, culture, and long-term success as an owner.
• Build leaders, developing the managers and teams who carry the firm forward.
• Clearly understand and operate within the Six Critical Questions of our firm playbook.
• Remain engaged and proactively communicate concerns across the twelve key practice areas.
• Lead with ownership mentality, setting direction, following through, and holding the practice accountable.
• Participate in community engagement and service as a representative and ambassador of the firm.
• Communicate well: clearly, promptly, and with appropriate context.

QUALIFICATIONS

• CPA license in good standing (required); EA additionally where applicable.
• Bachelor’s degree in Accounting or Finance; Master’s in Taxation strongly preferred.
• 10+ years of progressive tax experience, including significant review and engagement leadership.
• Demonstrated business development and client relationship ownership; a portable or proven book of business preferred.
• Prior management of teams, with a track record of developing managers and senior staff.
• Authoritative command of federal and state tax law across complex individual and entity matters.
• Exceptional communication, executive presence, and judgment in high-stakes situations.
• High emotional and social intelligence: a builder of trust, teams, and lasting client relationships.
• Proficiency with tax preparation and CRM software (e.g., Intuit ProConnect, HubSpot, Truss).