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Open nowPosted 7 hours ago

Tax Partner

Wealth Recruitment, LLC

Pay
$250,000 – $400,000 a year
Where
San Jose, CA, United States
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Your applicationOpen nowTax PartnerWealth Recruitment, LLC · San Jose, CA, United States

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

13.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.9%7 days
  4. 22.4%14 days
  5. 38.1%30 days
  6. 59.0%60 days
This job: posted 7 hours ago

The posting

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.
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