Certified Public Accounting Firm

Tax Partner (US)

Job Title: Tax Partner

Reports To: Equity Partner(s)

Job Summary: The Tax Partner is responsible for development of the tax services division of the firm.

Salary Range and Benefits: Commensurate with experience, standard firm benefits

Hours Required: 40 hrs + OT

FLSA Status: Exempt

Office: Houston

Major Responsibilities & Duties:

Our ideal candidate is expected to have extensive knowledge in individual, partnership and corporate tax return preparation, tax planning and tax research. The Tax Partner responsibilities will focus primarily on small to mid-size corporate clients and will include but are not limited to: 

  • Manage all tax engagements to ensure meeting of all compliance and other deadlines
  • Prepare and/or review individual, corporate and partnership tax returns of varying complexities
  • Prepare and/or review current and deferred tax provisions in accordance with ASC 740
  • Prepare and/or review quarterly and year-end estimates to assist clients with tax planning 
  • Responsible for developing and maintaining client relationships.
  • Responsible for engagement planning, organization, and delegation to maximize efficiency, achieve quality goals, maintain productivity, and maximize realization.
  • Responsible for engagement economics including billing, collecting and maintaining profitability of the team.
  • Educate and train staff and assist in the growth and development of the Firm’s professional team members.
  • Other duties as assigned.

Requirements & Qualifications:

The successful candidate will possess the following basic qualifications:

  • 10 years of experience at a public accounting firm with a heavy focus on corporate and partnership federal and state / local income taxation, including current or recent hands-on tax compliance work experience with a Regional or National accounting firm.
  • In-depth knowledge in and extensive experience with oil and gas (E&P) taxation preferred
  • Excellent project management, analytical, interpersonal, oral and written communication skills.
  • Strong leadership, training, and mentoring skills.
  • Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. 
  • Highly motivated self starter with ability to multitask and complete assignments within time constraints and deadlines.
  • Dedicated to superior client service.

The successful candidate will possess the following preferred qualifications:

  • Prior “Big 4”, National or Regional accounting firm experience preferred.
  • Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software.
  • Ability to demonstrate strong leadership, problem solving and analytical skills.
  • Ability to participate successfully in a sales-based culture with a commitment to expand the tax practice.

Education and Licenses:

  • Bachelor’s in Accounting or related field.
  • Advanced degree in accounting, tax or law is highly desirable.
  • Active CPA license is required.