Tax Partner

Tax Partner

Location: Ocean, NJ

Work Arrangement: Hybrid

Compensation: $200,000 to $300,000 Benefits

About the Opportunity

A highly respected and growing public accounting firm in New Jersey is seeking an experienced Tax Partner to join its Ocean, NJ office.

This is a unique opportunity for an established Tax Partner to step into a leadership position with an existing portfolio of long standing clients already in place. The incoming Partner will inherit relationships from a highly respected Partner who has played an important role in building the firm, allowing them to focus on client service, complex tax work, and continued growth rather than starting from scratch.

Importantly, there is no requirement to bring an existing book of business. The firm provides the platform, resources, and established client relationships while giving the incoming Partner the opportunity to shape the next chapter of the practice.

The firm has grown to more than 200 employees while maintaining a close knit, family first culture. Leadership genuinely prioritizes work life balance and believes that professional success should not come at the expense of family time.

Key Responsibilities

• Serve as a lead tax advisor to privately held businesses, pass through entities, corporations, partnerships, trusts, estates, and high net worth individuals.
• Take ownership of an established portfolio of long standing client relationships and continue developing those relationships over time.
• Deliver sophisticated tax planning and advisory strategies designed to minimize tax liabilities and support clients' business and personal financial objectives.
• Review complex federal, state, and local tax returns and ensure technical accuracy and compliance.
• Advise clients on complex tax matters and identify planning opportunities beyond traditional compliance services.
• Work with clients across a broad range of industries, including professional services, real estate, construction, healthcare, manufacturing, distribution, and other closely held businesses.
• Monitor changes in tax legislation and proactively communicate relevant planning opportunities and potential implications to clients.
• Identify opportunities to expand services within existing client relationships and contribute to the continued growth of the practice.
• Collaborate with audit, advisory, and consulting professionals to provide integrated solutions to clients.
• Mentor, coach, and develop Tax Managers, Seniors, and Staff, helping to build technical expertise and future leaders within the firm.
• Participate in firm leadership initiatives, strategic planning, recruiting, and practice development.

Qualifications

• 12 years of progressive public accounting tax experience with significant leadership responsibilities.
• Current or recent experience operating at the Tax Partner, Director, or equivalent senior leadership level.
• CPA required.
• Strong experience advising middle market, privately held businesses and their owners.
• Significant technical experience with partnerships, S Corporations, C Corporations, individuals, trusts, and related tax planning.
• Proven ability to build and maintain strong, long term client relationships.
• Strong consultative approach with the ability to identify tax planning opportunities beyond compliance.
• Experience working with clients across multiple industries.
• Multi state tax experience preferred.
• Demonstrated business development experience is beneficial, although bringing an existing book of business is not required for this opportunity.
• Strong leadership, communication, mentoring, and relationship management skills.
• Ability to work collaboratively with Partners and professionals across the firm.

Why This Opportunity?

Established client portfolio

You will step into a portfolio of long standing client relationships rather than having to build a practice from the ground up.

No book of business required

The firm is not asking you to walk in with a portable book or spend your time attending networking events simply to generate leads. The focus is on providing exceptional tax advice, developing trusted relationships, and growing organically.

Family first culture

The firm's commitment to work life balance comes directly from its leadership. Family is genuinely prioritized throughout the organization, making this an attractive opportunity for an experienced Partner who wants a senior leadership role without sacrificing personal time.

Established and growing platform

With more than 200 employees, the firm offers the resources and infrastructure of a larger organization while maintaining a close knit and collaborative culture.

Compensation & Benefits

• $200,000 to $300,000 base compensation, depending on experience.
• Established client portfolio.
• Hybrid working environment in Ocean, NJ.
• Unlimited flexible PTO.
• 401(k).
• Health and dental insurance.
• Strong work life balance and family first culture.
• Regular firm social events and community service opportunities.
• Community service days.
• Opportunity to join a firm recognized as one of the Top 50 Firms to Work For.
• Long term leadership and practice development opportunities.

INDCPA

Pay: From $200,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off
• Work from home

Application Question(s):

• Do you have a CPA license?
• Do you have a book of business to bring with you, note this is not required for this role?

Work Location: Hybrid remote in Ocean, NJ 07712

Salary : $200,000