tax
About the role
This isn't just an entry point - it's for someone who already knows the ropes and wants more control and more impact. You'll ideally have:
- CPA license; Master's in Taxation a strong plus
- 5-15+ years of relevant tax experience
- Advanced knowledge of partnership taxation, flow-throughs, and compliance
- Experience with HNW Individuals and Real Estate clients
- Strong research and communication skills - especially the ability to translate complexity into business language
- Project management skills - you know how to juggle deadlines without dropping balls
- A team-first mindset, with a real interest in mentoring others and helping the firm grow
Responsibilities
As apart of this growing team, you'll be a key player on a nimble team working with high-net-worth individuals, Real Estate, and closely held businesses. Your role will balance hands-on technical work with strategic advisory and mentorship. You'll:
- Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.)
- Work closely with clients to identify tax issues and develop proactive planning strategies
- Manage project timelines, workflow, and review deliverables for accuracy and technical quality
- Coach and mentor junior staff, while contributing to internal firm growth initiatives
- Participate in developing new client relationships and expanding services with existing ones
- Research sophisticated tax matters and present findings in a practical, client-friendly way
- Collaborate across departments in a culture that prioritizes teamwork and integrity
Requirements
This isn't an entry point - it's for someone who already knows the ropes and wants more control and more impact. You'll ideally have:
- CPA license; Master's in Taxation a strong plus
- 5-15+ years of relevant tax experience
- Advanced knowledge of partnership taxation, flow-throughs, and compliance
- Experience with HNW Individuals and Real Estate clients
- Strong research and communication skills - especially the ability to translate complexity into business language
- Project management skills - you know how to juggle deadlines without dropping balls
- A team-first mindset, with a real interest in mentoring others and helping the firm grow
Qualifications
This isn't an entry point - it's for someone who already knows the ropes and wants more control and more impact. You'll ideally have:
- CPA license; Master's in Taxation a strong plus
- 5-15+ years of relevant tax experience
- Advanced knowledge of partnership taxation, flow-throughs, and compliance
- Experience with HNW Individuals and Real Estate clients
- Strong research and communication skills - especially the ability to translate complexity into business language
- Project management skills - you know how to juggle deadlines without dropping balls
- A team-first mindset, with a real interest in mentoring others and helping the firm grow
Skills
This isn't an entry point - it's for someone who already knows the ropes and wants more control and more impact. You'll ideally have:
- CPA license; Master's in Taxation a strong plus
- 5-15+ years of relevant tax experience
- Advanced knowledge of partnership taxation, flow-throughs, and compliance
- Experience with HNW Individuals and Real Estate clients
- Strong research and communication skills - especially the ability to translate complexity into business language
- Project management skills - you know how to juggle deadlines without dropping balls
- A team-first mindset, with a real interest in mentoring others and helping the firm grow
Benefits
Not specified
Pay
$160,000 - $200,000+ base, plus annual bonus (above market for the right person)
Schedule
Hybrid (Preferred: EST or CST)