# Tax Partner

**Company:** [Wealth Recruitment, LLC](https://jobs.workable.com/companies/wDcjbJUznbkN2VJCWRN9wq.md)
**Location:** San Jose, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Wealth Recruitment, LLC

[Apply for this job](https://jobs.workable.com/view/9e028395-7c19-4e00-8b8e-03886ec6db12)

## Description

**Location:** Los Angeles, Irvine, Woodland Hills, San Francisco, or San Jose, CA  
**Work Arrangement:** Hybrid | Flexible In-Office & Remote Schedule  
**Industry:** Public Accounting | Tax Advisory & Consulting

**Salary: $250K - $400K**

### Lead, Grow, and Make an Impact!

Our client, a well-established, highly profitable regional CPA firm, is seeking an accomplished Tax Partner specializing in State and Local Tax (SALT) to join its expanding leadership team. This is an exceptional direct-entry Partner opportunity for an experienced tax professional with deep expertise in California state and local tax regulations, a proven track record of business development, and a passion for delivering sophisticated tax solutions.

This opportunity offers the chance to lead a growing SALT practice, advise a diverse client portfolio, mentor talented professionals, and play an influential role in the firm's continued success.

Enjoy the best of both worlds: the leadership, earning potential, and professional influence of a Partner role, combined with a genuinely supportive culture that values work-life balance.

### What You'll Do

**Tax Leadership & Technical Expertise**

-   Serve as a trusted subject matter expert in California state and local taxation, providing strategic guidance on complex tax matters.
-   Lead technical reviews of state income, franchise, gross receipts, and other state and local tax returns, ensuring accuracy and regulatory compliance.
-   Advise clients on multistate tax issues, tax planning opportunities, compliance strategies, and risk mitigation.
-   Oversee complex tax research projects, governmental examinations, audits, and tax controversy matters.
-   Represent clients before state and local taxing authorities as needed.
-   Stay ahead of evolving tax legislation, regulatory developments, and economic trends affecting clients.

**Business Development & Client Relationships**

-   Drive SALT practice growth by identifying new business opportunities and expanding existing client relationships.
-   Leverage established professional networks to generate new engagements and strengthen the firm's market presence.
-   Build lasting relationships with clients by delivering proactive, high-value tax advisory services.
-   Collaborate closely with federal tax partners, directors, and managers to deliver comprehensive tax solutions.
-   Manage engagement profitability, budgets, billing, and collections while maintaining exceptional client service.

**Team Leadership & Practice Management**

-   Lead, mentor, and develop SALT professionals, fostering a collaborative, high-performing team.
-   Oversee staff assignments, performance evaluations, professional development, and succession planning.
-   Participate in recruiting, interviewing, hiring, and retaining top accounting talent.
-   Support technical training initiatives and professional education programs.
-   Contribute to firmwide strategic planning, quality control initiatives, operational improvements, and leadership committees.

## Requirements

### What We're Looking For

-   **10–15+ years of progressive public accounting experience**, with increasing responsibility for complex tax engagements and client relationships.
-   **Extensive expertise in California State and Local Tax (SALT)** regulations, compliance, planning, and advisory services.
-   Strong technical knowledge of state income, franchise, and gross receipts taxes, including multistate tax considerations.
-   **Demonstrated success in business development**, client acquisition, and growing SALT-related engagements.
-   Proven ability to independently advise clients on sophisticated tax matters and manage complex engagements.
-   Experience leading, mentoring, and developing tax professionals.
-   Strong understanding of practice management, engagement profitability, and client relationship management.
-   Bachelor's or master's degree in Accounting.
-   **Active CPA license or JD required.**
-   Commitment to ongoing professional development, including at least 40 hours of continuing professional education annually.

**Preferred Qualifications**

-   Experience with sales and use tax matters.
-   Established professional relationships and a strong business development network.
-   Prior leadership experience at the Partner, Principal, or Director level within a public accounting firm.

## Benefits

### Why Join Our Client?

-   **Direct-Entry Partner Opportunity:** Step into a highly influential leadership role with the ability to shape the future of a growing SALT practice.
-   **Exceptional Earning Potential:** Competitive compensation, substantial bonus opportunities, and significant profit-sharing potential.
-   **Work-Life Balance:** Join a firm that values sustainable workloads and professional flexibility.
-   **Hybrid Flexibility:** Work from home and collaborate in person at one of five California office locations.
-   **Outstanding Retirement Benefits:** Receive a **5% employer contribution to your 401(k)** program.
-   **Established & Profitable Firm:** Benefit from the resources, stability, and reputation of a successful regional CPA firm.
-   **Leadership & Growth:** Influence strategic decisions, expand client relationships, and develop the next generation of tax professionals.