Tax Partner - Tax & Advisory ServicesWoodbury, NY (Long Island) | Full-TimePosition OverviewReid Advisors is seeking an experienced tax professional to join our Tax & Advisory Services practice in a partner-level role. This position will manage an established portfolio of small and mid-sized businesses, their owners, and high-net-worth individuals across a variety of industries. Responsibilities include tax compliance, planning, advisory services, and oversight of client relationships and engagement teams.
We are looking for someone who can work directly with clients, provide practical tax advice, lead a team, and take ownership of engagements. An existing book of business is not required.
Responsibilities- Manage client relationships for closely held businesses, business owners, and high-net-worth individuals.
- Provide federal, state, and local tax planning and advisory services, with a particular focus on partnerships, S corporations, and individuals.
- Oversee tax engagements, including reviews, deadlines, staffing, budgets, and profitability.
- Advise clients on entity structure, business transactions, succession planning, and related tax matters.
- Supervise, mentor, and develop managers and staff; delegate work effectively and provide technical guidance.
- Identify additional service opportunities within existing client relationships and participate in business development efforts.
- Collaborate with partners and other service lines to enhance client service and firm operations.
Qualifications- Active CPA license required; New York licensure preferred.
- Bachelor's degree in Accounting or a related field.
- Generally 10+ years of public accounting experience, including responsibility for client relationships and tax engagements.
- Strong background in partnership and S corporation taxation, closely held businesses, and high-net-worth individual tax compliance and planning.
- Experience with multistate and fiduciary taxation preferred.
- Experience with CCH Axcess Tax and the Wolters Kluwer CCH Suite required.
- Proven ability to oversee a diverse client portfolio and manage and develop professional staff.
- Strong communication, organizational, technical, and client service skills.
Current partners, tax directors, and experienced senior tax managers with the ability to perform at the partner level are encouraged to apply.
Compensation & BenefitsCompetitive compensation commensurate with experience, including performance-based incentive opportunities and a comprehensive benefits package with a 401(k) plan.
LocationThis position is ideally based in our Woodbury, Long Island office, with flexibility based on the candidate's experience and qualifications.
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 & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
