Tax Partner (Equity or Non-Equity)

Tax Partner (Hybrid) - Top 200 CPA Firm

Brewer Morris is currently working with a Top 200 CPA firm in Anaheim, CA that is seeking an Equity Tax Partner. The mid-size CPA firm is a prominent firm specializing in tax and financial advisory services. They are currently seeking an experienced Equity Tax Partner to join their dynamic team. This role is ideal for someone with a proven track record in business acumen, specifically focusing on the growth of their practice. The firm is looking for individuals with a Book of Business worth $600,000 to $1M and a passion for serving privately held companies in industries such as Manufacturing, Distribution, and Real Estate.

Key Responsibilities:

• Leverage your existing Book of Business to provide strategic tax planning, compliance, and consulting services to our clients.
• Focus on growing and expanding our practice, with a strong emphasis on business acumen and market development.
• Act as a key contributor to the growth of our firm, collaborating with other partners to achieve our business objectives.
• Provide leadership and mentorship to your team and ensure the delivery of high-quality tax solutions.
• Stay updated on changes in tax laws and regulations, advising clients on their financial strategies.
• Develop and implement tax strategies for clients to optimize their tax liabilities while ensuring compliance with relevant laws and regulations.
• Build and maintain strong client relationships, acting as a trusted advisor and delivering high-quality tax solutions.
• Identify opportunities for business development, expand the client base, and generate new revenue streams for the firm.
• Keep up-to-date with changes in tax laws and regulations, and advise clients on the impact of these changes on their financial situations.
• Review complex tax returns, including corporate, individual, partnership, and trust tax returns.
• Collaborate with other partners and departments within the firm to provide comprehensive financial and advisory services to clients.
• Represent clients during tax audits and negotiations with tax authorities.
• Ensure the tax department's operations are efficient, and workflows are streamlined.
• Maintain a high standard of ethical and professional conduct, in line with industry and company standards.

Qualifications:

• Certified Public Accountant or JD required.
• A minimum of 15+ years of experience in public accounting with a Big 4 firm, a national CPA firm, or a large regional accounting firm.
• Proven expertise in business development and market expansion.
• Excellent interpersonal and communication skills.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Commitment to a long-term partnership, with no plans for retirement in the near future.