What are the responsibilities and job description for the Tax Partner position at Search Masters, Inc.?
Job Title: Tax Partner – Private Client Services NO-PE
From:Public Accounting Firm
About the Opportunity:
We are seeking an experienced and entrepreneurial Tax Partner to join a nationally recognized and rapidly growing public accounting and advisory firm. This leadership role sits within the Private Client Services group, serving high-net-worth individuals, privately held businesses, investment partnerships, and family offices.
The ideal candidate is a forward-thinking CPA with deep technical expertise in federal tax compliance and planning, a strong command of partnership and trust taxation, and a desire to lead, grow, and mentor a high-performing team.
Key Responsibilities:
- Lead client engagements involving individual tax planning, estate and gift strategies, partnership taxation, and trust/estate compliance
- Serve as a trusted advisor to HNW individuals and closely held businesses across a variety of industries
- Identify opportunities for expanded services and new client relationships
- Develop and mentor junior professionals to ensure technical excellence and long-term leadership growth
- Collaborate with internal leadership to shape the growth and vision of the Private Client Services practice
Qualifications:
- CPA
- Minimum 9 years of experience in public accounting, with a focus on high-net-worth individuals, trusts and estates, investment partnerships, and closely held businesses
- Demonstrated ability to lead client engagements and manage relationships
- Proven skills in practice development, team leadership, and client service excellence
- Master’s in Taxation or related field preferred