SS
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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