Tax Partner

Summary

Join Rosen, Sapperstein & Friedlander, LLC (RS&F), a rapidly expanding firm, as a Tax team member. You will work directly with clients and the team, providing tax and advisory services, enhancing processes, and leveraging support professionals for exceptional client service. You will lead through initiative and independent thinking. This role offers a growth-oriented culture and opportunities to expand services. The position requires 12+ years of leadership experience in public accounting and extensive tax knowledge. A BS in accounting with a CPA license is required, and an advanced degree is preferred. The role offers a hybrid or remote work option and a competitive salary.

Requirements

• 12+ years of leadership experience with a well-established public accounting firm in the mid-market or higher
• Demonstrates extensive knowledge of individual, partnership, and corporate tax return preparation as well as tax planning and tax research
• Successfully manages and expands client relationships upwards of $2M in aggregate billings
• BS in accounting or related field with an active CPA license required
• Experience with CCH Axcess, Engagement Manager, BNA and other tax preparation / research software
• Excellent project management, analytical, interpersonal, follow-up, and oral/written communication skills
• Acts and makes decisions with professionalism, integrity and an entrepreneurial mindset

Responsibilities

• Responsible for maintaining and supporting key client relationships totaling $3-4M in billings
• Oversees tax engagements including planning, delegating, and troubleshooting
• Provide valuable advisory services and ideas to clients during formal and informal planning meetings
• Perform final reviews for select tax returns based on team and client requirements, expertise, and risk profiles
• Participates in a growth-oriented culture with a commitment to expanding RS&F’s tax practice
• Seek opportunities to expand our services to clients and prospects

Preferred Qualifications

Advanced degree in accounting, tax or law preferred

Benefits

• Hybrid Flex Schedule & Remote Work Available
• Uncapped Bonus Incentive Plan
• Paid Time Off
• RELAX Half Day Fridays
• Retirement Plan (401 (k) Profit Sharing)
• Employer Paid Disability
• Paid Family Leave