Tax Partner

Posted 18 Days Ago
Be an Early Applicant
Costa Mesa, CA
Senior level
Information Technology • Financial Services
The Role
The Tax Partner role involves providing leadership and tax expertise for complex compliance and consulting engagements, developing client relationships, mentoring staff, and staying updated on tax developments. The position requires strong experience in public accounting and managing client service teams in a fast-paced environment.
Summary Generated by Built In

About Beech Valley

Beech Valley connects Top Tier Accountants to highly sought-after full-time remote opportunities. We seek multiple talents with public accounting experience within Tax for clients across the country in need of your expertise. 

These are remote, on site, and hybrid career-building opportunities with cutting-edge firms that are embracing the virtual CPA firm format and are looking for top performers to join their teams.

Role Description

Our client is seeking a Tax Partner in the Orange County area with pass-through, individual, and estate tax experience to help lead the practice. Our client is a fast-growing, newly acquired CPA firm based in Orange County. They are expecting 100%+ growth in 2024, with further opportunity to expand.

Requirements

  • Pass-through, individual, and estate tax experience
  • Public accounting experience in Tax at the Senior Manager level or higher
  • Open to a hybrid work arrangement, on site 2-3 days per week
  • Prefer Lacerte software experience, but not required
  • Bachelor's degree or higher
  • Must be a resident of and eligible to work in the United States

Responsibilities

  • Provide leadership and tax technical expertise for consulting and compliance engagements involving complex partnership, S corporation and C corporations
  • Attract and retain appropriate tax clientele
  • Have or be able to quickly build an active network of business contacts and referral sources in the local market
  • Leadership of client service teams and multiple projects in a fast-paced and interactive team environment with the goal of exceeding client expectations
  • Develop managers and staff and serve as a role model, providing coaching, mentoring, and training to staff members. Collaboration with the assurance practice on all financial statement tax reporting issues
  • Remain aware of new developments and the firm’s standards and policies
  • Integrate and leverage firmwide thought leadership efforts in developing the market for tax services

If you'd be interested in learning more about these opportunities, please apply today to be considered!


    Why work with us?

    • Career growth: make an impression as a top advisor at sought-after companies.
    • Compensation: CPAs who work as consultants can make double regular salaries and choose their own working hours.
    • Flexibility: The seasonal nature of this work helps professionals spend more time with family, traveling the world, or starting their own businesses.

    Top Skills

    Lacerte
    The Company
    HQ: Atlanta, GA
    67 Employees
    On-site Workplace
    Year Founded: 2014

    What We Do

    Beech Valley Solutions connects organizations with top-tier accounting, finance, and IT talent on demand.

    Our clients vary widely (start-ups to multinational firms) but share the same challenge: finding talented accountants and consultants to help them deliver high-quality service that their clients expect and their projects demand, often with short notice.

    We offer the flexibility to fill roles temporarily and affordably, without the burden of retaining these individuals ‘in house’ year-round. Our tech-enabled platform of freelancers means you can instantly find and connect with professionals with extensive public accounting and industry experience.

    Firms that work with us increase:
    ‣ Margins and top-line revenue
    ‣ Client satisfaction
    ‣ Employee retention

    The Beech Valley vetting process includes in-depth interviews and a data-based proprietary pre-hire testing methodology. These procedures ensure that you’ll be connected with top-tier accounting professionals. We speak the language of the accounting industry, and this understanding ensures you are paired with the absolute best consultants to flex up your team on a project-by-project basis.

    Our freelancers are specialists in the following areas:

    • Advisory •
    IT Audit
    Audit Readiness
    Technical Accounting
    Restructuring and Turnaround
    Disaster Recovery
    Software Implementation
    SEC Reporting
    Controllership
    CFO and support services
    FP&A
    Due Diligence
    Buy and sell-side
    Quality of Earnings
    Transaction Advisory
    Internal Audit

    • Tax •
    Corporate / Business Tax
    High Net Worth Individual Tax
    Partnership Tax
    Small Business / Flow-Through Tax
    State and Local Tax
    International Tax
    Mergers & Acquisitions
    Trust and Estate Tax
    Tax Extensions
    Provisions
    Sales and Use Tax
    Global Mobility Services
    Not-for-Profit Tax
    REITs

    • Audit •
    Not-for-Profit Organizations
    Governmental Audits
    Employee Benefit Plans
    Industry Experience

    Please contact us for more information or to explore current openings.

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