Tax Partner

1 month ago

Pasadena, United States Management Business Solutions Full time

Exceptional career opportunity for a Tax Partner. We will consider either a current Partner, or a strong Senior Manager or Director ready to assume a Partnership role. Sales / practice development skills not required as you will assume a very large book of business. Very reasonable work / life balance with a standard 36 hour four day work week. We prefer a 10+ years seasoned tax pro very strong in real estate limited partnerships, C and S corps, fiduciary, and high net worth individual tax. Requires a CPA with strong staff management and training skills. JD or a Master's degree in tax a plus. Prefer expereince with BNA and Lacerte tax preparation software. Candidates should show an interest in being an entreprenuer and collaberatively supporting other entrepreneurs in their goals.

Job Description

 Extreme technical competency in taxation, especially a deep understanding of individual,
real estate partnership, corporate, and fiduciary tax areas of practice.

 Familiar with both California and multi-state tax rules, Lacerte tax software and BNATax
Projection software.

 Responsible for both reviewing tax returns prepared by the staff and occasionally
preparing complex returns.

 Although not required, ability to generate and cultivate new business.
Job Requirements
 Multi-tasker with excellent writing skills.

 Demonstrates strong leadership skills in training and mentoring staff.

 Ability to interact effectively with existing and potential new clients.

 Personable and resourceful.

 Accurate and fast.

 Successful candidate will demonstrate strong interpersonal communication skills in
dealing with both clients and colleagues.

 Evaluate what needs to be done and not limit time to required hours.

Certifications and Education
 Current CPA license

 Preferably either a master's in taxation or a law degree.

Benefits
 Medical - 100% premium coverage for employees. Dependent coverage available at
employee cost. Plans are either Kaiser or a PPO with employer HSA contribution of
$2,500.

 Group Life Insurance up to $100,000.

 Disability group term of 60% of earnings.

 Nonmatching 401K with a one year waiting period, not self-managed.

 Employer contribution to firm profit-sharing plan
 Nontax season hours: May 1 through December 31, Monday through Thursday, 9
hours/day with Fridays off.

 20 days PTO
 Firm closures: 6 national holidays and the day following the April tax deadline.
Additionally, the first day of Rosh Hashanah and Yom Kippur, should they fall on a
weekday.

 License renewal fees and professional dues to the AICPA and CACPA paid by firm.

 Continuing education as required.  Reimbursable out of pocket expenses

Prefer candidates out of other high quality local CPA firms. Will also consider candidates out of Big-4 and national CPA firms, or possibly a corporate tax Direcctor or VP out of public accounting for less than two years, Will also consider seasoned tax pros who can project working at least another ten years full time. Base salary potential of $200K - $300K, possibly higher.

We offer a unique program for our employees and partners. Outside of tax season we're closed on Fridays. Everyone works in the office nine hours daily Monday through Thursday (arriving by 8:30 AM) for 36 hour work weeks and except for the tax busy season and one week periods right before September 15 and October 15, we keep that schedule through the end of the year. All of our employees love the idea of a three day weekend

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