Tax Partner

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Tax Advisory Leader

Tax Partner - Generalist

Exciting opportunity available for a Tax Advisory Leader to join a thriving regional CPA firm in the Woodland Hills, CA area. The ideal candidate will have a strong background in corporate, partnership, and high net worth individual tax. This position offers a flexible hybrid work schedule and attractive benefits, including generous bonuses and a 5% employer contribution to the 401K program.

Responsibilities:

Deliver a wide range of services to clients, ensuring their best interests are met. Mentor and train staff, while generating new business opportunities for the firm.

Essential Functions

  • Manage all client services related to accounting, auditing, taxes, and advisory.
  • Review and approve tax returns.
  • Oversee the recruitment, training, and development of tax staff.
  • Implement training programs for professional staff, ensuring technical competence.
  • Expand client services and develop new business opportunities.

Nonessential Functions

  • Contribute to practice development initiatives.
  • Promote operational efficiency and compliance within the firm.
  • Provide insight to improve firm operations and profitability.
  • Complete other duties as assigned.

Knowledge, Skills and Abilities

    • Demonstrate expertise in tax laws, regulations, and financial software.
    • Possess strong business development skills.
    • Organize work efficiently, prioritize tasks, and meet deadlines consistently.
    • Ability to multi-task effectively and reason logically.

Supervisory Responsibilities

  • Lead the development and training of tax employees.
  • Review and evaluate the qualifications of staff for training needs.
  • Participate in reviews, compensation decisions, and evaluations.

Minimum Qualifications

  • Requires 10-15 years of public accounting experience, with a progression in complexity.
  • Bachelor’s or Master’s degree in accounting.
  • Maintain 40 hours of continuing education annually.
  • Active CPA license.

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