Position Summary:
We are seeking a CPA with at least 7–10 years of public accounting experience from a respected mid-to-large local or regional firm to join our growing practice. A concentration in real estate and complex partnership taxation is required. This is a growth opportunity and not a replacement position.
The ideal candidate has significant experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts and complex partnership structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction structuring and solving sophisticated issues before they become problems.

You will review and adjust client-prepared accounting, primarily prepare and work into reviewing complex partnership, S corporation, C corporation and individual tax returns, interact directly with clients and advisors, and assist partners with planning and strategic projects. Most of our clients have multiple entities and substantial complexity and employ in-house accounting personnel, including bookkeepers, controllers and CFOs. We do not provide bookkeeping or outsourced controllership services.In addition we need you to be able to assist in the preparation of compiled and reviewed financial statements.

About You:

You are committed to public accounting and have a reputation for integrity, professionalism, responsiveness and sound judgment. You are a team player who works effectively with clients, colleagues and administrative team members and understand that collaboration is critical to delivering exceptional client service.

You are proactive rather than reactive and seek solutions rather than simply identifying problems. You possess excellent written and verbal communication skills and are able to organize, prioritize and manage multiple client engagements while consistently meeting deadlines and exceeding expectations.

You embrace technology and continuously seek efficiencies, including leveraging AI tools and workflow technology to improve quality, productivity and client service. You are self-directed, highly organized and take ownership of your responsibilities and client relationships.

Primary Responsibilities

• Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns
• Prepare and adjust from client trial balances and books and records complied and reviewed financial statements
• Participate in proactive tax planning throughout the year
• Coordinate with attorneys, wealth advisors and outside advisors
• Perform tax research and prepare written analyses
• Assist with tax controversy examinations and notices
• Maintain direct client relationships and communicate with clients throughout the year
• Identify planning opportunities and proactively bring ideas to clients and partners
• Participate in special projects involving transactions, restructurings and consulting matters
• Assist with training and developing staff
• Mentor and develop junior staff
• Support workflow and AI initiatives

Required Qualifications:

• Bachelor’s degree in accounting or related field.  Strong knowledge of accounting is required.
• Active CPA license
• Minimum 7–10 years public accounting experience
• Strong experience with 704(b), 704(c), 754, 1031, 163(j), 199A, trusts and estate taxation, pass-through entities and multi-state issues preferred
• Significant complex partnership and real estate tax, and high-net-worth experience required
• Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, CCH workstream, QuickBooks and Office 365 preferred
• During peak tax seasons there is an expectation of 50-55 hours per week
• Full time remote is available.  If you live close to the office some time in the office preferred

Compensation Range:

• Salary is commensurate with experience and range is 150-180k base salary
• You will be paid a bonus twice a year based on productivity, contributions to the firm and overall performance.