Technical Tax Partner

Crete Professionals Alliance • Woodbury, NY

2d • Hybrid

About The Position

Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities.

Requirements

• CPA required; JD and/or LL.M. in Taxation a plus.
• Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms.
• Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation.
• Proven ability to manage and grow a significant book of business and support firm-wide revenue growth.
• Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients.
• Recognized technical authority with experience leading international tax or financial services practices.
• Entrepreneurial mindset with a track record of developing innovative tax solutions.
• Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions.

Responsibilities

• Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures.
• Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
• Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups.
• Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.
• Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections.
• Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements.
• Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities.
• Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management.
• Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters.
• Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues.
• Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives.
• Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts.
• Collaborate with audit, accounting, and legal teams to support client growth across practice areas.
• Lead and expand the firm’s international tax and financial services tax practices.
• Develop innovative tax strategies and service offerings in response to legislative and regulatory changes.
• Mentor and train senior tax professionals, fostering technical excellence and professional development.
• Contribute to firm thought leadership through internal training, client presentations, and technical publications.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree