Tax Partner
$160000 - $200000 per year | New Bern, NC | On-site | Permanent
A bit about us:
Our client is a rapidly growing accounting and advisory organization building a national platform through a combination of organic growth and strategic acquisitions. Founded by an accomplished entrepreneur and accounting professional who previously transformed a small family-owned business into a highly successful national organization, the firm is now bringing that same vision and entrepreneurial mindset to the accounting industry. The goal is to combine the resources, technology, and growth opportunities of a national firm with the relationships, culture, and local identity of established regional practices.
Our client is seeking an experienced Tax Partner to play a key leadership role in the continued growth and expansion of its tax practice. This is an exciting opportunity for an established tax leader who wants to do more than manage engagements. The ideal candidate will have the opportunity to help shape the direction of the practice, strengthen and expand client relationships, mentor and develop future leaders, and play an instrumental role in the firm's long-term success.
With significant investment, ambitious growth plans, and an entrepreneurial leadership team, this opportunity offers the ability to make a meaningful impact while benefiting from the infrastructure and resources of a growing national organization. Whether you're an established Partner looking for a more dynamic platform or a proven tax leader ready to take the next step, this is an opportunity to help build something special.
Why join us?
• Equity • Tons of growth opportunity • Comprehensive Benefits: Medical, dental, vision • 401(k) Match • PTO & Paid Holidays
Job Details
Job Details
Step into a Tax Partner opportunity where your technical expertise, entrepreneurial mindset, and leadership can make a lasting impact. In this senior role you will guide sophisticated tax engagements, build trusted relationships with high-net-worth individuals and business owners, and help shape the growth of a client-focused tax practice.
This opportunity is ideal for a CPA who enjoys combining strategic tax advisory with team leadership and business development. You will influence practice strategy, develop emerging talent, and deliver practical solutions to complex tax challenges.
Responsibilities
Lead tax planning, compliance, and advisory engagements for high-net-worth individuals, S corporations, and other corporate clients.
Review complex federal and state tax returns, including Forms 1120-S, 1120, and 1040, ensuring accuracy, compliance, and thoughtful identification of planning opportunities.
Serve as a trusted advisor to clients on entity structure, business transactions, ownership changes, and individual tax strategies.
Oversee tax due diligence engagements, identifying exposures and advising clients on the tax implications of potential transactions.
Develop and maintain strong client relationships through proactive communication, responsive service, and actionable tax guidance.
Drive business development and client acquisition by cultivating referral relationships, identifying opportunities, and presenting tailored service solutions.
Lead engagement planning, staffing, budgeting, and delivery while maintaining high standards of quality and client service.
Mentor and develop tax professionals through coaching, technical training, performance feedback, and opportunities for increased responsibility.
Monitor changes in tax legislation and translate developments into relevant recommendations for clients and the practice.
Collaborate with firm leadership to strengthen service offerings, improve processes, and support sustainable practice growth.
Qualifications
Active CPA license required.
Bachelor’s degree in Accounting, Finance, or a related field required; a master’s degree in Taxation or a related discipline is a plus.
5+ years of progressive tax experience, including significant responsibility for complex engagements, client relationships, and team leadership.
Strong experience serving high-net-worth individuals, S corporations, and corporate clients.
Demonstrated proficiency in tax review, including Forms 1120-S, 1120, and 1040.
Deep knowledge of federal and state taxation, tax planning, and tax advisory services.
Experience conducting or overseeing tax due diligence and evaluating transaction-related tax issues.
Proven success in staff development, including mentoring, coaching, and building high-performing teams.
Demonstrated business development and client acquisition capabilities, with the ability to expand relationships and generate new opportunities.
Excellent communication, analytical, and organizational skills, with the judgment to explain complex tax matters clearly and confidently.
An entrepreneurial approach, strong professional ethics, and a commitment to exceptional client service.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
