About the Job:
Tax Partner
We are seeking a dedicated and experienced Tax Partner to join our team in Los Angeles. This pivotal position offers a remarkable opportunity to lead a substantial portfolio within our well-established firm that is known for its commitment to client service and professional excellence. Ideal candidates will be deeply versed in diverse taxation realms with a strong background in real estate limited partnerships, fiduciary matters, and corporate tax, able to tailor sophisticated strategies for high-net-worth individuals and varied business entities. With a significant emphasis on work-life balance, the role promises an attractive scheduling model outside of tax seasons and a dynamic environment encouraging long-term career growth and leadership in tax consultation practices.
Compensation: DOE
Essential Duties and Responsibilities:
- Extreme technical competency in individual, corporate, real estate partnership, and fiduciary taxation.
- Familiarity with California-specific and multi-state tax regulations and compliance requirements.
- Review tax returns prepared by staff, ensuring accuracy and compliance; undertake preparation of complex returns when required.
- Maintain up-to-date knowledge using tools such as Lacerte tax software and BNA Tax Projection software.
- Participate actively in client management and retention strategies, contributing to business growth through exceptional client service and engagement.
- Demonstrate leadership by training and mentoring junior staff, encouraging continual professional development within the team.
- Commitment to firm and client service excellence with the ability to expand services to meet client needs effectively.
Minimum Position Qualifications:
- Current active CPA license.
- Minimum of 10 years experience in tax policy, preparation, and consulting with a focus on real estate limited partnerships, fiduciary responsibilities, C and S corps, and individual high-net-worth taxation.
- Proven track record in a leadership capacity within a tax service environment.
- Superior analytical and problem-solving skills.
- Excellent interpersonal communication skills, adept at fostering relationships with clients and colleagues across all levels of the organization.
- Committed to maintaining the highest standards of ethics and compliance.
Preferred Qualifications:
- Master’s degree in Taxation or JD preferred.
- Extensive experience with tax software such as BNA or Lacerte.
- Previous experience in a top-tier CPA firm or as a Tax Director/VP in a corporate setting.
- Aptitude for business development and client base expansion without prior sales experience.
- Familiarity with managing and directing complex tax research projects.
- Capacity to contribute to firm's financial goals through effective team and resource management.
Skills:
- Strong managerial capabilities with a focus on staff training and performance enhancement.
- Excellent writing skills for clear communication and documentation.
- Ability to multitask efficiently in a fast-paced environment.
- Detail-oriented approach with a focus on accuracy and speed in task completion.
- Resourceful and proactive in problem-solving and process improvement.
- Capability to engage effectively with new and existing clients, enhancing firm reputation and service deliverability.
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