Title TAX PARTNER-HIGH NET WORTH
Categories CPA Firm Positions
Industry Top 25 CPA Firm-Wealth Management
Description

The Eppolito Group has been retained by a Top 25 CPA firm seeking a HNW Tax Partner to join their tax department. This firm has experienced significant growth and is seeking a Tax Partner to take a major role in the continued growth of this firm.

Description:

This Partner will be responsible for:

  • Supervising engagements and special projects undertaken by the firm
  • Overseeing all aspects of the client engagement from the planning stage through budgeting for the job and monitoring actual against budgeted time
  • Performing tax planning and advising clients of the best strategy for their organization
  • Assuming total technical responsibility for tax work performed
  • Handling client consultations and keeping the client informed of the status of the engagement
  • Expanding services to existing clients, as well as meeting the firms new client development standards
  • Supervising, training and evaluating advanced level staff
  • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
  • Maintaining knowledge of new tax issues and general business trends that affect the client
Job Information

The right candidate should have the following:

  • BS in Accounting or related field
  • MS, or LLM in tax a big plus
  • The right can be a Principal, Director or Partner with 12+ years recent experience in the tax department of a CPA firm
  • Top 20 CPA firm experience highly preferred
  • Extensive expertise with HNW individuals is a MUST
  • Strong team player
  • Solid verbal and written communication skills
  • Strong project management skills
  • Practice Development skill not a must

All candidates must be authorized to work for any employer in the US

Salary commensurate with experience

Location New York, NY
Date Posted 07/19/2018
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