Tax Partner-Private Company
Core
Senior tax advisor leading complex engagements for privately held middle-market businesses, owners, and families on business taxation, succession, and wealth transfer.
Role type
Senior IC Tax Partner (Private Company)
Builds
Integrated tax solutions for private companies, family offices, and high-net-worth individuals
Domain
Professional Services / Tax / Private Equity
Deliverable
client delivery
Required skills
Business taxation, Entity structuring, Succession planning, Wealth transfer, Partnership taxation, S corporation taxation, C corporation taxation, Trust and estate taxation, State and local tax, International tax, Client leadership, Business development, Team management, Engagement economics, Technology adoption
Preferred skills
Big Four experience, LL.M. in taxation, Master's in taxation, Deep expertise in closely held companies, Proven business development track record
Technologies
Digital collaboration tools, Data analytics platforms, Standardized process tools
Responsibilities
Serve as senior relationship leader and trusted tax advisor for privately held businesses; Advise clients on business taxation, entity structuring, ownership transitions, and succession planning; Lead complex tax engagements involving partnerships, S corporations, C corporations, trusts, and estates; Develop and execute market strategies to support profitable growth; Coach and develop professionals at all levels to build technical depth and future leaders
Seniority
Partner, strategic leadership & business development