Technical Tax Partner - UHNW (REMOTE)

About the role

We are a highly respected and growing public accounting and advisory firm serving privately held businesses, high-net-worth individuals, and closely held entities across a variety of industries. Our team is committed to delivering exceptional client service while fostering a collaborative environment where technical excellence and professional growth are highly valued. As we continue to expand, we are seeking a Technical Tax Partner to serve as a key resource for our tax team. This is an ideal opportunity for a seasoned tax professional who enjoys solving complex tax issues, mentoring staff, and serving as the firm's technical tax expert. This role is best suited for a highly technical tax professional who enjoys being the subject matter expert within a firm. Rather than focusing heavily on business development, this individual will serve as a trusted advisor to partners, managers, and staff by providing guidance on complex tax issues, interpreting tax law changes, and helping the firm navigate sophisticated tax matters with confidence.

Responsibilities

• Serve as the firm's primary technical tax resource for partners, managers, and staff
• Research and analyze complex federal, state, and local tax issues
• Provide guidance on intricate tax matters involving pass-through entities, corporations, partnerships, trusts, and individual taxation
• Stay current on tax legislation, regulatory developments, and emerging tax planning opportunities
• Review complex tax returns and provide technical oversight as needed
• Assist with tax planning strategies for business owners and closely held companies
• Support the resolution of challenging client tax matters and IRS issues
• Mentor and train tax professionals across the firm
• Collaborate with firm leadership on technical tax policies, procedures, and best practices
• Participate in client consultations involving sophisticated tax matters and transactions

Qualifications

• CPA license required
• J.D. and/or LL.M. in Taxation strongly preferred
• 15+ years of public accounting tax experience
• Extensive technical tax expertise with federal and state tax matters
• Strong background working with privately held businesses and small-to-mid-sized companies
• Experience with complex business returns, multi-entity structures, and advanced tax planning strategies