Partner CPA

Position Overview

The Partner-Level CPA will serve as a senior leader within the office's tax practice, taking ownership of a substantial client portfolio while helping drive continued growth. This individual will oversee complex tax engagements, advise clients on strategic tax matters, and lead and mentor a team of tax and accounting professionals. The ideal candidate is an established CPA who combines deep public accounting expertise with exceptional client relationship management, leadership, and business development capabilities.

Responsibilities

• Lead complex individual and business tax engagements, including tax planning, compliance, advisory services, and review of federal, state, and local tax returns.
• Manage a substantial client portfolio, serving as a trusted advisor and ensuring exceptional communication, service, and delivery.
• Identify strategic tax planning opportunities and provide thoughtful recommendations tailored to clients' financial and business objectives.
• Lead, mentor, and provide technical guidance to a team of approximately 3 to 4 tax and accounting professionals.
• Contribute to firm leadership, strategic planning, and the continued development of the tax practice.
• Drive business development through client relationships, networking, referrals, and an established book of business, with the ability to contribute toward approximately $1.5 million in annual client revenue highly valued.

Qualifications

• Active CPA license required.
• Lacerte Tax Software experience along with strong technical knowledge of federal and state taxation.
• Significant public accounting experience with demonstrated expertise managing complex tax engagements and substantial client relationships.
• Proven ability to lead and develop accounting and tax professionals while collaborating effectively with firm leadership.
• Strong business development capabilities and client relationship skills; an established book of business is highly preferred.

Pay

Annual salary of $185,000 to $240,000, depending on experience, qualifications, book of business, and potential revenue contribution.

Schedule

Hybrid work arrangement offering flexibility while maintaining strong collaboration with the Raleigh-based team.

Benefits

Comprehensive benefits package.