Technical Tax Partner

About the role

The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities.

Responsibilities

• Provide highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals.
• Lead and mentor a team of tax professionals, providing guidance on complex tax issues and ensuring high-quality service delivery.
• Develop and maintain strong client relationships, building trust and loyalty through exceptional service and communication.
• Contribute to the growth and success of the firm by identifying new business opportunities, developing strategic plans, and driving revenue growth.
• Stay current with evolving tax laws and regulations, and apply this knowledge to provide clients with timely and accurate tax advice.
• Collaborate with other departments within the firm to ensure seamless integration of tax services with broader business strategies.

Requirements

• Master’s degree in Accounting, Finance, or a related field.
• CPA certification required.
• Minimum 10 years of progressive experience in tax advisory and/or compliance.
• Proven ability to manage multiple projects simultaneously and meet tight deadlines.
• Strong analytical and problem-solving skills, with the ability to handle complex tax issues.
• Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
• Ability to work independently and as part of a team, with a proactive approach to problem-solving.

Qualifications

• Experience working with multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals.
• Knowledge of international, federal, and state/local income and transfer taxes.
• Experience in tax controversy resolution and litigation support.
• Experience in tax planning and compliance for private equity, hedge funds, and other alternative asset classes.

Skills

• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Proactive approach to problem-solving.
• Ability to manage multiple projects simultaneously and meet tight deadlines.

Benefits

• Competitive compensation package including base salary, bonus potential, and benefits.
• Flexible work schedule to accommodate personal and professional needs.
• Professional development opportunities, including training and certifications.
• Work-life balance with generous vacation time and paid holidays.
• Opportunities for career advancement within a supportive and collaborative environment.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate personal and professional needs.