Technical Tax Partner

TL;DR

Technical Tax Partner: Provide highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and UHNW individuals with an accent on international tax regimes, partnership taxation, fund structures, and wealth transfer strategies. Focus on designing tax-efficient structures, leading complex compliance and IRS controversy matters, and managing client relationships while growing the practice.

Location: Hybrid work environment as part of a US East Coast-based team with typical working hours aligning with EST.

Salary: Starting at $300K annually, commensurate with experience.

Company

Independent, full-service accounting and advisory firm specializing in services for businesses and individuals, with offices in Long Island, NYC, White Plains, and South Carolina.

What you will do

• Serve as technical authority on complex U.S. and international tax matters including inbound/outbound structuring, M&A, and global investment structures.
• Advise on international tax regimes like GILTI, Subpart F, FDII, PFICs, FATCA, FIRPTA, transfer pricing, and advanced partnership tax planning.
• Design tax-efficient structures for partnerships, corporations, trusts, UHNW individuals, private equity/hedge funds, and cryptocurrency investments.
• Oversee U.S. and international tax compliance, voluntary disclosures, penalty abatements, and IRS controversies.
• Act as primary advisor to key clients, manage and grow book of business, and collaborate with audit, accounting, and legal teams.
• Lead and expand international tax and financial services practices, mentor professionals, and contribute to thought leadership.

Requirements

• CPA required; JD and/or LL.M. in Taxation a plus.
• Extensive experience (typically 15+ years) in international, federal, and state/local taxation in public accounting or law firms.
• Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation.
• Proven ability to manage and grow a significant book of business and support firm-wide revenue growth.
• Strong leadership, client-facing, and communication skills; recognized technical authority with entrepreneurial mindset.

Culture & Benefits

• Health, Dental, and Vision Insurance (options for fully paid employee-only coverage for health and dental).
• Company-Paid Life and Long-Term Disability Insurance; ancillary benefits like supplemental life and short-term disability.
• Classic Safe Harbor 401(k) Plan with employer contributions.
• Opportunities for professional growth including access to Becker and LinkedIn Learning.
• Flexible schedule to maintain work-life balance; supportive and inclusive workplace.