Tax Partner

Current • Woodbury, NY

2d

About The Position

Reid Advisors is seeking an experienced tax professional for a partner-level role in its Tax & Advisory Services practice. The position manages an established portfolio of small and mid-sized businesses, their owners, and high-net-worth individuals across a variety of industries. The role includes tax compliance, planning, advisory services, and oversight of client relationships and engagement teams. The successful candidate will work directly with clients, provide practical tax advice, lead a team, and take ownership of engagements. An existing book of business is not required.

The position is ideally based in the Woodbury, Long Island office, with flexibility based on the candidate’s experience and qualifications. Compensation is competitive and commensurate with experience, with performance-based incentive opportunities and a comprehensive benefits package. New hire offers consider experience, expertise, geographic location, and internal pay equity.

Requirements

• Active CPA license required; New York licensure preferred.
• Bachelor's degree in Accounting or a related field.
• Generally 10 or more years of public accounting experience, including responsibility for client relationships and tax engagements.
• Strong background in partnership and S corporation taxation, closely held businesses, and high-net-worth individual tax compliance and planning.
• Experience with CCH Axcess Tax and the Wolters Kluwer CCH Suite required.
• Proven ability to oversee a diverse client portfolio and manage and develop professional staff.
• Strong communication, organizational, technical, and client service skills.

Nice To Haves

• New York CPA licensure preferred.
• Experience with multistate and fiduciary taxation.
• Current partners, tax directors, and experienced senior tax managers with the ability to perform at the partner level are encouraged to apply.

Responsibilities

• Manage client relationships for closely held businesses, business owners, and high-net-worth individuals.
• Provide federal, state, and local tax planning and advisory services, particularly for partnerships, S corporations, and individuals.
• Oversee tax engagements, including reviews, deadlines, staffing, budgets, and profitability.
• Advise clients on entity structure, business transactions, succession planning, and related tax matters.
• Supervise, mentor, and develop managers and staff; delegate work effectively and provide technical guidance.
• Identify additional service opportunities within existing client relationships and participate in business development efforts.
• Collaborate with partners and other service lines to enhance client service and firm operations.

Benefits

• Competitive compensation commensurate with experience.
• Performance-based incentive opportunities.
• Health, dental, and vision insurance, with options for fully paid employee-only health and dental coverage.
• Company-paid life insurance and long-term and short-term disability insurance.
• Supplemental life insurance, critical illness, and accident insurance.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Professional growth, learning, and development opportunities, including access to Becker and LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior