Senior Tax Partner — Private Client Services

Job overview

The Senior Tax Partner — Private Client Services role is onsite in Durham, NC. Compensation is not specified. The posting describes the employer as a leading professional services firm that values flexibility and work-life balance. The partner reviews individual and fiduciary tax returns, advises clients on tax issues and planning options, and manages client relationships. The role also develops business and mentors team members, supporting client service and the growth of the private client practice.

What you'll do

• Review federal and state individual and fiduciary tax returns and income tax projections
• manage client accounts and communication with clients and account teams
• analyze tax issues and identify planning options
• review returns to help minimize client tax liabilities
• expand a book of business
• and mentor team members through training and support.

What we're looking for

Skills & competencies

senior tax partner

private client services

durham nc

tax returns

individual tax

fiduciary tax

tax projections

tax planning

high-net-worth clients

estate planning

client accounts

team mentoring

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting mentions a generous compensation and benefits package and flexibility, but does not specify individual benefits.

Why this role

A CPA, JD, or EA license is required. The posting requires at least 12 years of public accounting experience, including six years supervising others, and experience with high-net-worth clients and estate planning.

About the employer

MRINetwork Jobs is hiring for this role. Industry: Tax Preparation Services. Sector: 54.