Tax Partner

Overview of the firm

With offices in major cities in Texas, this PCAOB registered public accounting firm provides a full range of tax, audit and advisory services primarily in the middle market. The Firm is highly regarded, stable and growing. The Firm has a warm, collegial culture with good work/life balance, a strong entrepreneurial environment, and a focus on rendering exceptional client service.

Preferred Experience / Qualifications

  • CPA (or attorney)
  • Bachelor’s or Master’s Degree in Accounting (or law degree)
  • At least twelve to fifteen years of tax experience in public accounting
  • Significant experience with federal taxation
  • Has risen to the level of partner, or to the level just below partner, in tax, in a public accounting firm
  • Tax experience in the middle market includes:
    • S Corporations
    • C Corporations
    • Partnerships (including formation, funding, and operations)
    • Familiar with carried interest matters
    • Planning/consulting and compliance
    • Tax provision preparation or review for financial statements
  • Strong international tax experience a definite plus
  • Has spent the majority of his or her professional career in the Houston area
  • Has the ability to leverage existing contacts and to develop new ones in order to maintain and grow the tax practice in Houston
  • A demonstrated history of client satisfaction and strong relationship building skills
  • Able to attract, train, develop and retain tax professionals
  • Fosters a collegial culture / atmosphere
  • Able to thrive in a dynamic, entrepreneurial environment

Details

The opening in Houston has been created to support the growth of the Firm and due to a retirement. As such, there is a book of business to walk into. The primary focus is on federal taxation – primarily partnerships and some corporations and high net worth individuals. Essential duties and responsibilities include:

  • Lead and manage multiple federal income tax engagements including compliance and consulting services
  • Identify and deliver high-value tax planning strategies for clients
  • Manage and expand client relationships by providing timely and competent communication and value-added services
  • Participate in recruiting both entry level staff and experienced professionals
  • Develop and energize the tax staff and provide them with leadership, counseling and career guidance
  • Recognize and celebrate the accomplishments of the tax staff
  • Be a resource for the other partners in tax, audit and advisory
  • Actively participate in business development activities – seeking to address new issues for existing clients and also pursuing new clients
  • Represent the Firm at selected industry and community events
  • Provide thought leadership
  • Participate in the management of the office

This could be an ideal role for a qualified individual who:

  • Has worked in public accounting, moved to industry, and now seeks a return to public accounting
  • Has worked in Houston, moved to another city, and now seeks to return to Houston
  • Is blocked from advancing due to a cluster of more senior people
  • Seeks a more friendly, collegial atmosphere

Search Firm Information

Olsen Day Executive Search has been engaged to fill this position. Contact Mark Day by email or phone for an initial conversation. All inquiries will be held in confidence. Mark’s email address is mark.day@olsenday.com and his phone number is (832) 795-2745