TAX PARTNER
Marin County CPA Firm

Position: TAX PARTNER (or MANAGER)
Location: Marin County, CA (In-office, Hybrid, or Remote)
Company: Local CPA Firm with 40-year history of client service and growth.
Reports To: Founding partners (2)

 COMPANY OVERVIEW:
A well-established firm located in Marin County for over 40 years is renowned for its solid reputation in the business and local community. Their finely-honed systems, procedures, team structure, and tools support a high level of client satisfaction, with many clients loyal to the firm for decades. Continual influx of new clients is driving the need for this new role.

POSITION SUMMARY:
The firm has grown to the extent they need one more partner-level professional on the team. Though the partners anticipate staying together for the foreseeable future, they are willing to start sharing equity now. Bringing a client portfolio is not necessary but is
welcomed and can be accommodated. Either enter as a partner or grow into the role, as appropriate. You will be supported by tax preparers, senior accountants, assemblers, and other staff as needed.

 KEY RESPONSIBILITIES:

– Leadership & Management:

• Support all activities within firm, ensuring high-quality service delivery.
• Participate in reviewing tax returns for individuals, businesses, estates/trusts,
  and other tax compliance services.
• Manage, mentor, and develop the taxprofessionals and support staff.
•  Participate in the hiring, training, and performance evaluations for tax staff.

– Strategic Planning & Execution:

• Develop and implement strategic plans to grow the Tax Department’s client base and
  revenue, once you have settled into the role.
• Identify new business opportunities and enhance existing client relationships.
• Participate in client communications, ensuring excellent service and satisfaction.

– Operational Efficiency:

• Refine the current Lacerte tax software and systems, ensuring efficient, timely, and
  effective operations. Integrate AI into the practice.
• Handle tax filings, extensions, compliance returns, and tax planning.
• Manage work scheduling and resource allocation to meet deadlines and client
  needs.
  

– Client Engagement:

• Interface directly with clients to provide tax compliance, research, and planning services.
• Represent the firm in the community, enhancing its reputation and visibility.
• Participate in clientmarketingandbusinessdevelopmentefforts as desired.
  

– Financial Oversight:

• Contribute to the firm’s overall financial strategy and goals.

 CANDIDATE QUALIFICATIONS:

– Education and Credentials:

• CPA license preferred.
• MS in Taxation or equivalent preferred

– Experience:

• A minimum of 7 years of experience in a tax function, with good review skills.
• Experience managing a tax team preferred.
• Prior experience in an accounting firm; having managed own firm is a plus.
  

– Skills:

• Strong expertise in tax compliance, research, and planning.
• Review and training skills.
• Leadership and management skills.
• Ability to work in a collaborative, team-oriented environment.
  

– Personal Attributes:

• Equally comfortable working with clients and developing your team.
• Flexible and adaptable to changing work realities.
•  Strong work ethic and integrity.
• Culture fit with a collaborative, mature, client-focused firm
  

 COMPENSATION & BENEFITS:

• Competitive base salary with a performance-based bonus potential.
• Potential for revenue sharing and equity ownership after a minimum of one year.
• Opportunity to work with a loyal client base and a supportive team.
• Flexible work arrangements, including the possibility for remote work.

WHY JOIN LOCAL ACCOUNTANCY?

• Work with accomplished professionals who enjoy coming to work every day!
• Enjoy a collaborative, positive, respectful culture and supportive work environment.
• Benefit from the partner’s commitment to your success.
• Lead a well-regarded Tax firm with a solid client base and strong growth potential.
• Participate in the firm’s profits and future growth through equity ownership.
• Be part of a firm with a long-standing reputation and a commitment to client service and excellence. Plus, they are fully staffed to support your client service.
  

 Herrerias & Associates is an exclusive representative of quality leadership and management opportunities. We develop deep relationships with our clients and candidates to ensure career and organizational success. https://www.linkedin.com/company/herrerias-associates/