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Tax Partner

Synergy Search

US · Hybrid Full-time Lead $275k – $400k/yr 3w ago

About the role

About

A well-established public accounting firm is seeking a Tax Partner to join its DC area office. This is a firm that has a strong Mid-Atlantic presence and a reputation for exceptional culture, work-life balance, and high-caliber client work.

The role is primarily focused on high net worth individual tax, with exposure to related pass-through entities and estate, gift, and trust work. The client base is already in place — this person will step into an existing book of business and work alongside a strong, tenured leadership team.

What You'll Do

  • Manage and grow a high net worth individual tax client portfolio
  • Review complex 1040s and related S-corp, partnership, and real estate entity returns
  • Apply estate, gift, and trust expertise where applicable
  • Mentor and oversee senior staff, supervisors, and managers on engagements
  • Contribute to firm-wide business development and cross-selling within the firm
  • Participate in office leadership, workforce planning, and quarterly/annual meetings

What We're Looking For

  • 10+ years of public accounting experience (15+ typical at this level)
  • Active CPA license required
  • Deep technical expertise in high net worth individual tax (1040)
  • Estate, gift, and trust background is a strong plus
  • Regional or mid-size firm background preferred
  • Stable tenure — commitment to long-term client relationships
  • Located in or willing to commute to the DC area

What's on Offer

  • Base salary: $275,000 – $400,000
  • Variable bonus: combination of cash and RSUs based on company and individual performance
  • Unlimited PTO
  • Hybrid schedule (~3 days in office, with flexibility)
  • Partner-equivalent title and career trajectory
  • Collaborative, family-office culture with strong Mid-Atlantic brand recognition

Skills

CPA

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