Federal Tax Partner - Private Company
Core
Senior tax advisor leading complex engagements for privately held middle-market businesses, owners, and families on business taxation, ownership transitions, and succession planning.
Role type
Senior IC Tax Partner (Private Company)
Builds
Integrated tax solutions for middle-market clients and family offices
Domain
Professional Services / Tax Advisory
Deliverable
client delivery
Required skills
Business taxation, entity structuring, ownership transition, succession planning, wealth transfer, tax compliance, partnership taxation, S corporation taxation, C corporation taxation, trust and estate taxation, client leadership, business development, team management, operational leadership, technology adoption
Preferred skills
Big Four or large national accounting firm experience, LL.M. in taxation, master's degree in taxation, deep expertise in closely held company taxation, proven business development success
Technologies
Digital collaboration tools, data analytics platforms, tax software suites
Responsibilities
Serve as senior relationship leader and trusted advisor for privately held businesses; Advise clients on complex tax matters including entity structuring and succession; Lead complex tax engagements involving partnerships, S corporations, and trusts; Develop and execute market strategies for responsible growth; Coach and develop professionals at all levels; Maintain accountability for engagement quality, profitability, and client experience
Seniority
Senior, hands-on IC with leadership responsibilities