Privately Held Business Tax Partner

2 days ago

Dallas TX, United States CMB Staffing Solutions Full time

Seeking a Dallas Tax Partner who will provide strategic tax compliance and consulting services to privately held businesses (PHB), serving as the primary advisor on complex tax matters. This role combines technical expertise with active business development, leveraging strong community relationships to grow the firms client base. The ideal candidate has deep industry knowledge, proven success in building trusted client partnerships, and a strong record of generating new business opportunities.
Perform partner level compliance review and tax return signoff
Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters
Handle client consultations on planning opportunities and changes in tax law
Significant Involvement in practice development activities including developing a professional network or
Working on proposals and assisting in developing new business
Supervising engagements and special projects undertaken by the firm
Develop professionals by providing formal performance feedback, career counseling and mentoring to those below Partner
Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics
Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the
Play an integral role in the development of fee quotes and budgets
Preparation of client billings and collection of outstanding accounts
Participate in activities to develop and improve firm and department business processes

Our client is ranked among the nations Top 20 accounting and consulting firms and recognized as one of the Best Places to Work. They offer a collaborative community where your ideas are supported, your skills are developed, and your professional network can thrive. They have built a culture that encourages balance, connection, and personal growth.

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