Whitman Advisory Job Community · 6 hours ago
Tax Partner $400k
Manhattan, NY
Full-time
Hybrid
Director/Executive
$400K/yr - $400K/yr
12+ years expWhitman Advisory Job Community is a leading CPA firm seeking an experienced Tax Partner to join their Private Client Services team. The role involves leading compliance reviews, providing expert consultations on tax planning, and driving business development while mentoring senior tax staff.
Staffing & Recruiting
Hiring Manager
Marie San Jose
Responsibilities
Lead partner-level compliance reviews and tax return signoffs
Provide expert client consultations on tax planning and regulatory changes
Drive new business development by preparing proposals and meeting prospective clients
Cultivate and maintain strong relationships with new and existing clients
Expand the range of services provided to clients
Oversee and supervise complex client engagements and special projects
Mentor, train, and evaluate senior tax staff to support their professional growth
Stay current with emerging tax laws, business trends, and industry developments
Collaborate with firm leadership on thought leadership and technology initiatives
Qualification
Required
Bachelor's degree in Accounting or related field
CPA or JD credential required
At least 12 years of progressive tax experience in a mid-market public accounting firm
Minimum of 2 years serving as a Partner at a CPA firm
Proven experience working with high net-worth individuals, family offices, and closely-held businesses
Demonstrated success in acquiring new clients and growing a book of business
Ability and willingness to travel regularly within the Northeast region
Preferred
Master's degree preferred
Company
Whitman Advisory Job Community
At Whitman Advisory, we are a boutique firm renowned for our strong relationships with reputable CPA firms across North America.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase