Tax Partner

Confidential Company  •  Daly City, CA and 2 other locations

11 - 15 years experience  •  Financial Services

$200K - $500K
Posted on 05/22/18 by Marcus Ronaldi
Confidential Company
Daly City, CA
11 - 15 years experience
Financial Services
$200K - $500K
Posted on 05/22/18 Marcus Ronaldi

Regional, Top 25, public accounting firm that delivers advisory, assurance and tax services to our clients. Our firm is growing and we seek a highly motivated Tax Partner focused on High Net Worth Individuals. 

 

PREFERRED EXPERIENCE

  • Requires strong background in working with pass through entity taxation.
  • Prior experience with multi-state returns and operations helpful.
  • Previous Private Client Service experience and knowledge of working with High Net-Worth individuals.
  • Experience with complex individual tax compliance and planning a plus.
  • Background in estate tax planning and compliance a plus, but not required.
  • Ability to service middle-market clients, but must be flexible to work with clients of varying sizes.
  • Candidate's strongest traits must be in client service and business development, leading to growth.

 

QUALIFICATIONS

  • Minimum of 10years of experience in public accounting with at least 7years of managerial experience. 
  • Ability to lead and develop Staff, Seniors, Managers, and Senior Managers.
  • Plays a lead role in the development and enhancement of a collaborative team environment.
  • Strong interest in the development of a sales-based culture with commitment to the expansion of Firm business.
  • Superior client-serving skills.
  • Must be CPA certified and have an active CPA license.

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