Tax Partner

Current•Woodbury, NY
•$240,000 - $360,000

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. Responsibilities span tax compliance, planning, advisory services, client relationship oversight, and engagement-team leadership. An existing book of business is not required. The role is ideally based in the Woodbury, Long Island office, with flexibility based on the candidate’s experience and qualifications. It is a full-time position.

Requirements

  • Active CPA license; New York licensure is preferred.
  • Bachelor’s degree in Accounting or a related field.
  • Generally 10+ 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.
  • 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.
  • 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, including performance-based incentive opportunities.
  • Comprehensive benefits package.
  • Health, dental, and vision insurance, including options for fully paid employee-only health and dental coverage.
  • Company-paid life insurance and long-term and short-term disability insurance.
  • Ancillary benefits, including 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.
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