Talent.com
HNW Tax Partner
HNW Tax PartnerJobot • US
HNW Tax Partner

HNW Tax Partner

Jobot • US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Join one of the fastest growing firms in the nation and help us take our brand and service to the next level as a Partner for our HNW Practice! Rated best company to work in multiple markets with national rankings for best in technology and culture!

This Jobot Job is hosted by : Mark C. Johnson

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $250,000 - $350,000 per year

A bit about us :

Full service accounting and consulting Firm founded in the 1990s! The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future. Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine.

Why join us?

While the Partner will have a lot of flexibility and autonomy to build out the HNW - Individual Tax - Trust, Gift and Estate practice, the leadership and staff will earn some of the best Work like balance in the industry!

Flexibility is offered throughout the year even during busy season

50-55-hour weeks during busy season

Unlimited PTO

Maternity and Paternity leave

Above market Benefits-(EMPLOYER PAID) Health / Dental / Vision, 401K

3% Safe harbor 401K contribution

Generous Yearly bonus

Job Details

Job Details :

We are currently seeking a dynamic and highly-motivated High Net Worth (HNW) Tax Partner to join our leading public accounting firm. The ideal candidate will be a seasoned professional with extensive experience in tax planning and compliance for high net worth individuals. This role will be pivotal in delivering sophisticated tax solutions for our clients, who include some of the most successful entrepreneurs, executives, and families. The candidate will be expected to leverage their expertise in individual, trust, gift, and estate tax to provide innovative solutions that align with our clients' financial goals.

Top 3 things the client is looking for :

  • Coming from a firm that they helped grow. Someone who has experience with a mid-size firm where there is still a lot of fluidity. Bigger firms are a lot more ridged and tightly structured a specific way, and they're great to work for, but that's not this firm!
  • Someone who can be adaptable and able to work well with ultra-high net worth clients (they can be a tricky group) and who can be seen a someone who is a partner and advisor as well as build on existing and new relationships.
  • Enjoys mentoring and helping to develop younger staff as well as easy to be approached for guidance we needed.

Responsibilities :

  • Provide comprehensive tax planning and compliance services for high net worth individuals, trusts, estates, and gift taxes.
  • Lead and manage a team of tax professionals, fostering a supportive and collaborative environment.
  • Develop and maintain strong relationships with clients to understand their unique needs and provide tailored tax solutions.
  • Collaborate with other departments to ensure a coordinated and comprehensive approach to client service.
  • Oversee the preparation and review of complex individual, trust, gift, and estate tax returns.
  • Leverage your sales and business development skills to expand our client base and enhance our firm's reputation in the market.
  • Stay abreast of current tax laws and regulations to ensure our clients receive the most up-to-date and accurate advice.
  • Actively participate in professional organizations and networking events to promote our firm's services.
  • Qualifications :

  • Certified Public Accountant (CPA) designation is required.
  • Minimum of 10+ years of experience in tax planning and compliance for high net worth individuals.
  • Proven track record in sales and business development.
  • Comprehensive understanding of individual, trust, gift, and estate tax.
  • Exceptional leadership and team management skills.
  • Strong interpersonal skills with the ability to build and maintain relationships with clients.
  • Excellent problem-solving skills with the ability to provide innovative tax solutions.
  • Ability to stay current with tax laws and regulations.
  • Commitment to upholding the highest standards of professionalism and ethics.
  • This is a fantastic opportunity for a Executive Tax Leader to take their career to the next level. If you have the required experience and are ready for a challenging yet rewarding role, we would love to hear from you.

    Interested in hearing more? Easy Apply now by clicking the "Apply" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

    serp_jobs.job_alerts.create_a_job

    Tax Partner • US

    Job_description.internal_linking.related_jobs
    ( Hybrid) HNW Senior Tax Manager

    ( Hybrid) HNW Senior Tax Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Hybrid, Work-life balance (50-55 hour weeks busy season), Unlimited PTO, Generous Bonus, Employer Paid benefits, Growth and advancement. This Jobot Job is hosted by : Mark C.Are you a fit? Easy Appl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Director - HNW!

    Tax Director - HNW!

    Jobot • US
    serp_jobs.job_card.full_time
    REMOTE - Top rated firm in NE!.This Jobot Job is hosted by : Albert Simons.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $150,000 - $180,000 per...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Tax Manager

    Senior Tax Manager

    Jobot • US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Albert Simons.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $150,000 - $180,000 per year.A forward-looking energy ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager (HNW)

    Tax Manager (HNW)

    Jobot • US
    serp_jobs.job_card.full_time
    Competitive Compensation, Generous Health Benefits, Amazing Company Culture.Recognized as the best place to work year after year, Tremendous Growth Opportunities. This Jobot Job is hosted by : Daniel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    Jobot • US
    serp_jobs.job_card.full_time
    Growth-focused SaaS Company / International Presence / High Impact Role.This Jobot Job is hosted by : Kyle Kraus.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Insurance Sales Representative - Bonuses and Travel Incentives

    Insurance Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Bartlesville, Oklahoma
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Managers and Tax Seniors

    Tax Managers and Tax Seniors

    Royalty Hospitality Staffing • US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Corporate Tax Senior Associates serve as members of various client service teams.Senior Associates must possess strong technical knowledge of corporate and partnership tax planning, consulting and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Travel Nurse RN - Case Manager - $1,928 to $2,081 per week in Nowata, OK

    Travel Nurse RN - Case Manager - $1,928 to $2,081 per week in Nowata, OK

    TravelNurseSource • Nowata, OK, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Host Healthcare to find a qualified Case Manager RN in Nowata, Oklahoma, 74048!.Host Healthcare is an award-winning travel healthcare company with an immediate ope...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Partner

    Tax Partner

    Jobot • US
    serp_jobs.job_card.permanent
    Competitive compensation + full suite of benefits!.This Jobot Job is hosted by : Brendan Thomas.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $1...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Hybrid Tax Manager- Partner Track

    Hybrid Tax Manager- Partner Track

    Jobot • US
    serp_jobs.job_card.full_time
    Help Lead New Greenville Office!.This Jobot Job is hosted by : Sheldon Collins.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $120,000 - $160,000...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Occupational Therapist (OT)

    Occupational Therapist (OT)

    Healthpro Heritage, LLC • Independence, KS, US
    serp_jobs.job_card.part_time
    HealthPro Heritage has a great Part-Time or PRN Occupational Therapist Home Health Opportunity in Independence, KS & Surrounding Area!. Must be a Licensed Occupational Therapist in Kansas!.Amazing S...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Bartlesville, Oklahoma
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    (Hybrid) HNW Tax Manager

    (Hybrid) HNW Tax Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Hybrid, Work-life balance (50-55 hour weeks busy season), Unlimited PTO, Generous Bonus, Employer Paid benefits, Growth and advancement. This Jobot Job is hosted by : Mark C.Are you a fit? Easy Appl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Jobot • US
    serp_jobs.job_card.full_time
    Come work for a great local CPA & Advisory - Competitive Compensation, Accelerated Growth, Full Benefits & flexible PTO, Recognized for our strong culture. This Jobot Job is hosted by : Travis Poley....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager (Hybrid)

    Tax Manager (Hybrid)

    Jobot • US
    serp_jobs.job_card.full_time
    Great Benefits + Upward Mobility + Amazing Culture.This Jobot Consulting Job is hosted by : Ryan Kilroy.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Tax Manager / Partner

    Senior Tax Manager / Partner

    Jobot • US
    serp_jobs.job_card.full_time
    Senior Tax Manager or CPA – Vail, CO | Sandpoint, ID | Medford, OR.This Jobot Job is hosted by : Andrew Kraig.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your res...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Principal (Hybrid)

    Tax Principal (Hybrid)

    Jobot • US
    serp_jobs.job_card.full_time
    Tax Principal / Hybrid / Business Development / Partner in 2-5 years!!!!!.This Jobot Job is hosted by : Joseph Sipocz.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior - HNW

    Tax Senior - HNW

    Jobot • US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Ruby Voight.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary : $90,000 - $120,000 per year.Are you seeking a better wor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted