Job DescriptionWe are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners. This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements. As a member of the PCS leadership team, you will contribute to the evolution of the practice through thought leadership, innovation and technology initiatives, and the development and mentorship of high performing tax professionals.
What Work You Will be Responsible For:- Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle
- Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management
- Proactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long-term goals
- Build, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliance
- Play a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business
- Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service
- Mentor, coach, and develop senior-level professionals, fostering the next generation of firm leaders
- Lead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements
- Stay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teams
Basic Qualifications:- Bachelor's degree in Accounting or equivalent field
- CPA or JD
- 15+ years of progressive tax experience within public accounting
- Minimum of 2 years in a Partner or Director-level role at a public accounting firm
- Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses
- Demonstrated success in client relationship management and engagement leadership
Preferred Qualifications- Master's degree in Taxation, Accounting, or a related field
- Established book of business or a demonstrated track record of originating and growing client relationships
- Experience contributing to thought leadership, speaking engagements, or industry publications
- Exposure to technology-enabled tax solutions and process transformation initiatives
- Interest in firm leadership, practice growth, and long-term strategic impact
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For California, the expected salary range for this position is between $325,000.00 and $425,000.00. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Preferred Location:La Jolla
