The Agency Recruiting
Overview
Our client who runs a small to mid-sized CPA firm located in California, is seeking a skilled and experienced Tax Partner to lead their tax practice. The ideal candidate will have significant expertise in tax planning, compliance, and advisory services, with a strong history of serving diverse clients, including individuals and businesses. This role demands leadership, technical knowledge, and a commitment to client-focused solutions to drive practice growth, mentor teams, and deliver effective tax strategies. Key Responsibilities
Tax Strategy and Planning : Develop and implement effective tax strategies to minimize tax liabilities for clients across various industries, including real estate, manufacturing, and professional services. Client Advisory : Act as a trusted advisor for clients, providing guidance on tax, business, and financial planning to support their financial goals. Practice Leadership : Oversee the tax practice, managing a substantial client portfolio, driving revenue growth, and ensuring high-quality service delivery while fostering a client-centric culture. Team Management : Lead and mentor a team of tax professionals, promoting a collaborative environment with high technical standards and efficient workflows. Business Development : Grow the client base through referrals, networking, and delivering value-added services. Enhance engagement profitability by demonstrating service value. IRS and State Representation : Manage tax audits and represent clients before IRS and state authorities, achieving favorable resolutions through effective negotiation. Technical Expertise : Maintain proficiency in tax regulations and strategies, including partnerships, trusts, and other structures, while adapting to legislative changes. Revenue and P&L Management : Oversee the financial performance of the tax practice, optimizing revenue streams and improving profitability. Specialized Engagements : Structure complex transactions, such as business sales or estate plans, to achieve tax efficiency and client objectives. Compliance and Consulting : Supervise preparation of tax returns for individuals, businesses, and entities while offering consulting services, such as financial planning or due diligence. Qualifications
Experience : 10–15 years in public accounting, with significant experience in a leadership role managing client portfolios and professional teams. Technical Skills : Strong knowledge of tax regulations, planning strategies, and compliance for various entity types. Familiarity with audit representation and tax-efficient structures. Leadership : Demonstrated ability to lead teams, drive practice growth, and manage financial performance. Client Management : Proven success in building and maintaining client relationships across diverse industries and income levels. Business Acumen : Ability to enhance profitability through strategic pricing and value-driven services. Experience growing client engagements and implementing proactive tax planning. Education and Credentials : Bachelor’s degree in Accounting or related field; advanced degree in Taxation or Accounting preferred. Licensed CPA required. Professional Affiliations : Membership in professional organizations, such as the American Institute of Certified Public Accountants (AICPA), is a plus. Communication : Strong interpersonal and communication skills to build client trust and foster team collaboration. Preferred Attributes
Experience
with high-value transactions or complex tax planning for businesses and individuals. Audit Outcomes : History of successful audit outcomes and tax-saving strategies. Advisory Services : Ability to provide additional advisory services, such as financial consulting or business strategy. Growth Support : Success in supporting businesses at various growth stages, from startups to established firms. Compensation and Benefits
Compensation : Competitive partnership-level compensation, including potential equity or profit-sharing opportunities. Benefits : Comprehensive benefits package, including health, dental, vision, and retirement plans. Development : Support for professional development and licensure maintenance.
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Our client who runs a small to mid-sized CPA firm located in California, is seeking a skilled and experienced Tax Partner to lead their tax practice. The ideal candidate will have significant expertise in tax planning, compliance, and advisory services, with a strong history of serving diverse clients, including individuals and businesses. This role demands leadership, technical knowledge, and a commitment to client-focused solutions to drive practice growth, mentor teams, and deliver effective tax strategies. Key Responsibilities
Tax Strategy and Planning : Develop and implement effective tax strategies to minimize tax liabilities for clients across various industries, including real estate, manufacturing, and professional services. Client Advisory : Act as a trusted advisor for clients, providing guidance on tax, business, and financial planning to support their financial goals. Practice Leadership : Oversee the tax practice, managing a substantial client portfolio, driving revenue growth, and ensuring high-quality service delivery while fostering a client-centric culture. Team Management : Lead and mentor a team of tax professionals, promoting a collaborative environment with high technical standards and efficient workflows. Business Development : Grow the client base through referrals, networking, and delivering value-added services. Enhance engagement profitability by demonstrating service value. IRS and State Representation : Manage tax audits and represent clients before IRS and state authorities, achieving favorable resolutions through effective negotiation. Technical Expertise : Maintain proficiency in tax regulations and strategies, including partnerships, trusts, and other structures, while adapting to legislative changes. Revenue and P&L Management : Oversee the financial performance of the tax practice, optimizing revenue streams and improving profitability. Specialized Engagements : Structure complex transactions, such as business sales or estate plans, to achieve tax efficiency and client objectives. Compliance and Consulting : Supervise preparation of tax returns for individuals, businesses, and entities while offering consulting services, such as financial planning or due diligence. Qualifications
Experience : 10–15 years in public accounting, with significant experience in a leadership role managing client portfolios and professional teams. Technical Skills : Strong knowledge of tax regulations, planning strategies, and compliance for various entity types. Familiarity with audit representation and tax-efficient structures. Leadership : Demonstrated ability to lead teams, drive practice growth, and manage financial performance. Client Management : Proven success in building and maintaining client relationships across diverse industries and income levels. Business Acumen : Ability to enhance profitability through strategic pricing and value-driven services. Experience growing client engagements and implementing proactive tax planning. Education and Credentials : Bachelor’s degree in Accounting or related field; advanced degree in Taxation or Accounting preferred. Licensed CPA required. Professional Affiliations : Membership in professional organizations, such as the American Institute of Certified Public Accountants (AICPA), is a plus. Communication : Strong interpersonal and communication skills to build client trust and foster team collaboration. Preferred Attributes
Experience
with high-value transactions or complex tax planning for businesses and individuals. Audit Outcomes : History of successful audit outcomes and tax-saving strategies. Advisory Services : Ability to provide additional advisory services, such as financial consulting or business strategy. Growth Support : Success in supporting businesses at various growth stages, from startups to established firms. Compensation and Benefits
Compensation : Competitive partnership-level compensation, including potential equity or profit-sharing opportunities. Benefits : Comprehensive benefits package, including health, dental, vision, and retirement plans. Development : Support for professional development and licensure maintenance.
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