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    Tax Partner - New York, United States - Whitman Transition Advisors LLC

    Whitman Transition Advisors LLC
    Whitman Transition Advisors LLC New York, United States

    1 month ago

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    Description

    We are working with several of our clients, all of which are dynamic and respected Top 50 CPA firms that are looking for Tax Partners for leadership roles.

    The Tax Partner will be responsible for:

    Partnering with clients by understanding their business and industry and providing ongoing advice, insights and support.

    Supports the partner team and develops and plans the practice group strategy, objectives, and budgets.

    Consults and works successfully with other partners and principals to ensure seamless integrated services.

    Defines client assignment strategy, objectives, scope and pricing.

    Manages assignment risks relative to client and firm requirements.

    Seeks regular client assessment of assignment progress and overall feedback on performance/value add.

    Challenges and enhances assignment profitability management based on experience and best practice.

    Identifies and promotes the development of new delivery capabilities and/or channels to satisfy evolving market requirements.

    Generates leads, contacts and sales.

    Continually develops industry expertise and profiles the firm.

    Accountable for the financial performance of an agreed part of or whole practice unit.

    Leads and mentors key talented people through to partnership.

    Basic Qualifications

    • 10+ years recent experience working in a public accounting environment
    • Solid understanding of Tax and Accounting services
    • CPA required
    • A proven record of building profitable, sustainable client relationships
    • Ability to lead and inspire a team of professionals.
    • Degree qualification and relevant professional accreditation.
    • Strong business acumen.
    • Strong technical knowledge.
    • In-depth knowledge of corporate and entity tax
    • Strong business development and selling skills generating leads, making contacts and securing clients.
    • Strong and innovative leadership and project management skills including the ability to mentor talented people.
    • A thorough understanding of firm products and services in the practice area with a working knowledge of firm products and services in other practice areas.
    • A thorough understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.
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