Tax Practice Leader / Partner Track

Public Accounting Firm | Leadership Track to Partner

Build the Future of a Growing CPA Firm — Without Sacrificing Your Quality of Life

An established and expanding CPA firm is seeking an experienced tax professional ready to step into a leadership role within the practice. This opportunity is ideal for someone who enjoys both technical tax work and strategic client advising, while also mentoring staff and helping shape the firm’s long-term growth.

This position offers the chance to work closely with firm leadership, manage a sophisticated client base, and play a key role in the continued expansion of the tax practice — all within a firm that values work-life balance, professional respect, and long-term career growth.

Why This Firm Stands Out

People-First Culture
The firm places a strong emphasis on collaboration, mentorship, and maintaining a supportive environment where professionals can thrive.

Compensation That Reflects Your Experience
Competitive base salary, performance bonuses, comprehensive benefits, retirement plan, generous PTO, and flexible scheduling.

Clear Path to Partnership
This role is designed for someone who wants to grow into firm leadership, with a genuine opportunity to become a partner.

Engaging, High-Level Work
Work directly with business owners, high-net-worth individuals, and complex entities across multiple industries while providing meaningful strategic tax guidance.

The Role

As a senior leader within the tax practice, you will oversee both technical tax work and client advisory relationships while helping guide the development of the firm’s tax team.

Key responsibilities include:

• Overseeing tax compliance and planning for business entities, high-net-worth individuals, and estates

• Reviewing and approving complex tax returns to ensure accuracy and compliance

• Providing strategic tax planning and advisory services to clients

• Mentoring and developing staff and managers within the tax department

• Maintaining and strengthening long-term client relationships

• Staying current with federal and state tax law changes and implementing best practices

• Supporting firm leadership with practice growth and operational improvements

Qualifications

• CPA license required

• 10 years of public accounting tax experience

• Strong technical knowledge of federal and state tax regulations

• Experience reviewing complex tax returns and managing engagements

• Proven leadership ability and experience mentoring staff

• Excellent client relationship and advisory skills

• Master’s in Taxation (preferred but not required)

Why This Opportunity Is Different

This role goes beyond traditional tax management responsibilities. It offers the chance to help shape the direction of a growing firm, develop future leaders, and build long-term client relationships in a culture that values both professional excellence and personal balance.

If you're looking for a role where your experience is respected and your long-term career goals are supported, this could be the right next step.

📞 For a confidential conversation about this opportunity, apply directly or contact Ryan Williams at (559)663-0011. All correspondence is kept confidential.