Non-Equity Tax Partner
Non-Equity Tax Partner
Anaheim, CA | Hybrid (3 Days In-Office, 2 Days Remote)
Top 200 CPA Firm | Full-Time
Base Salary: $250K-$350K + Bonus (Negotiable)
A highly respected Top 200 mid-sized CPA firm in Anaheim is seeking a Non-Equity Tax Partner to join its collaborative and growth-oriented team. With over 80 professionals and a strong retention track, the firm offers a clear path to equity partnership and serves a diverse client base across multiple industries.
Key Responsibilities:
- Lead strategic tax planning, compliance, and consulting engagements
- Serve as a generalist across individual, corporate, partnership, estate, and trust taxation
- Review complex tax returns and provide technical guidance
- Advise clients on tax law changes and planning strategies
- Mentor and lead tax professionals to ensure high-quality service
- Drive business development and expand market presence
- Build and maintain trusted client relationships
Industries Served:
- Manufacturing & Distribution
- Real Estate
- High-Net-Worth Individuals
- Agriculture (Farming & Dairy)
- Construction
- Retail
- Non-Profit
- Trusts & Estates
- Pass-through Entities
Qualifications:
- CPA or JD required
- 12+ years of public accounting experience (Big 4, national, or large regional firm preferred)
- Proven success in business development and client growth
- Strong leadership, communication, and interpersonal skills
- Long-term commitment to partnership
Workload & Culture:
- Busy season: 45-60 hrs/week | Off-season: ~40 hrs/week
- Supportive, team-oriented environment with strong work-life balance
Benefits:
- 100% employer-paid Medical, Dental & Vision
- 4-5 weeks PTO
- 401(k) with Profit Sharing (up to 3%)
- Negotiable year-end bonus
- High retention and strong internal promotion track
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
