Tax Partner (3 days in office 2 days WFH) - Top 200 CPA Firm
Brewer Morris is currently working with a Top 200 CPA firm in Anaheim, CA that is seeking an Non-Equity Tax Partner. The 80+ employee mid-size CPA firm is a prominent firm specializing in tax and financial advisory services. They are currently seeking an experienced Non-Equity Tax Partner to join their dynamic team. This role is ideal for someone with a proven track record in business acumen, specifically focusing on the growth of their practice. The firm is looking for individuals with a passion for serving privately held companies in industries such as Agriculture (Farming & Dairy), Manufacturing, Distribution, and Real Estate. The Tax Partner will have a clear path to become an Equity Partner at the firm.
Key Responsibilities:
- The Tax Partner will predominantly be working on Partnership Returns (60%+) and must have pass-through entity and estate planning experience.
- The Tax Partner will be running the Agricultural Practice at the firm.
- Provide strategic tax planning, compliance, and consulting services to their clients.
- Focus on growing and expanding our practice, with a strong emphasis on business acumen and market development.
- Act as a key contributor to the growth of our firm, collaborating with other partners to achieve our business objectives.
- Provide leadership and mentorship to your team and ensure the delivery of high-quality tax solutions.
- Stay updated on changes in tax laws and regulations, advising clients on their financial strategies.
- Develop and implement tax strategies for clients to optimize their tax liabilities while ensuring compliance with relevant laws and regulations.
- Build and maintain strong client relationships, acting as a trusted advisor and delivering high-quality tax solutions.
- Identify opportunities for business development, expand the client base, and generate new revenue streams for the firm.
- Review complex tax returns, including individual, partnership, and trust tax returns.
Qualifications:
- Certified Public Accountant or JD required.
- A minimum of 15+ years of experience in public accounting with a Big 4 firm, a national CPA firm, or a large regional accounting firm.
- Proven expertise in business development and market expansion.
- Excellent interpersonal and communication skills.
- Strong knowledge of federal, state, and local tax laws and regulations.
- Commitment to a long-term partnership, with no plans for retirement in the near future.
Hours:
- Working hours in the busy season: 45 to 60 hours max
- Non-busy season: 40 hours
Benefits:
- 100% covered Medical, Dental, and Vision
- 4 to 5 weeks of PTO
- 401(k)
- Profit sharing up to 3%
- Very high retention rate
- Open to negotiation for EOY Bonus
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