Adeptus Advisors LLC, a growing full-service CPA and Business Management firm, with offices in New York City, New Jersey, Long Island, Maryland, White Plains, and California.
Role objectivesThe Tax Partner is accountable for overall engagement quality, compliance with filing requirements, and client relationship stewardship across a portfolio of tax engagements. This role sets engagement and practice strategy, oversees risk management and key technical conclusions, drives business development and retention, and develops leaders and teams to deliver consistent, high-quality service.
Key responsibilities- Provide executive oversight for engagement quality and risk management, including review of high-risk areas, key judgments, and final conclusions; ensure compliance with professional standards and firm quality expectations
- Lead client relationship management for a portfolio of key accounts, including executive communication, expectation-setting, and issue resolution
- Set engagement strategy for complex clients, including risk approach, staffing model, timeline expectations, and review depth; ensure appropriate escalation and decision-making
- Serve as the final escalation point for complex technical matters and client disputes; drive timely, supportable resolutions and documentation
- Drive business development, including identifying opportunities, leading proposals, and expanding relationships while maintaining a strong risk posture
- Oversee and engagement economics, including utilization awareness, delivery discipline, and resource planning; address trends and capacity constraints
- Develop and mentor senior leaders (Directors, Senior Managers, Managers) through coaching, feedback, succession planning, and performance management support
- Support practice governance and continuous improvement initiatives (quality management, standardization, technology adoption, training, and continuous improvement).
Key accountabilities- Engagement quality outcomes meet firm standards and filing requirements across the portfolio
- Key judgments and final conclusions are appropriately reviewed, supported, and documented
- Client relationships are stewarded effectively with strong executive communication and issue resolution
- Technical and compliance risks are identified, escalated, and resolved with sound, supportable decisions
- Practice performance and engagement economics are monitored with timely actions taken on trends and capacity constraints
- Leaders are developed through coaching, succession planning, and performance management
Reporting structure- Supervisor: Managing Partner / Tax Practice Leader
- Functional/team: Tax practice leadership / engagement leadership (portfolio)
- Direct reports: May oversee Tax Managers, and engagement teams
- Key cross-functional collaborators: Tax leadership, other service line leaders (as applicable), and client executive stakeholders
Key results / expectations- Consistent, high-quality execution across a portfolio of engagements with strong quality control and minimal rework
- Strong risk management and timely resolution of complex technical and client issues
- Healthy client relationships with clear expectation-setting, issue de-escalation, retention, and growth support
- Predictable engagement delivery discipline and economics oversight
- Visible leadership presence and development of Directors/Senior Managers/Managers through coaching and accountability
Informatics & data reporting- Engagement economics (WIP, billing, realization, write-ups/write-downs)
- Portfolio KPIs (revenue, margin, leverage, capacity/utilization)
- Quality & risk reporting (inspection results, consultations, independence/compliance items)
- Delivery & filing status (tax return pipeline, deadlines, extensions, e-file acceptances)
- Client portfolio health (retention, satisfaction, at-risk accounts, issue logs)
- Business development pipeline (prospects, proposals, win/loss, cross-service opportunities)
- Talent metrics (staffing mix, turnover/retention, performance signals, succession coverage)
Skill / knowledge requirements- Extensive knowledge of federal and state tax concepts and tax compliance requirements
- Strong engagement strategy and risk management capability across complex clients
- Ability to lead leaders, manage risk, and make decisions requiring significant professional judgment
- Strong client-facing communication, negotiation, and stakeholder management skills
- CPA license required
Professional experience requirements- Bachelor's degree in Accounting or related field
- Significant experience leading tax engagements and managing client relationships in a public accounting environment
- Experience leading a sizable client portfolio and contributing to practice growth and retention (preferred)
- Experience with complex tax issues and multi-state filings (preferred)
- Experience leading practice initiatives (capacity planning, standardization, training, methodology/process improvements) (preferred)
Compensation & BenefitsThe total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
We provide a robust benefits package, including:
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
