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Tax partner

Boston
CMB Staffing Solutions
Posted: 17 July
Offer description

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Our client has an exciting opportunity for a Tax Partner to join their growing Financial Services (FS) practice (specifically Private Equity) in their New England offices - Boston, Hartford, or Stamford. This is a leadership opportunity within a high-performing, rapidly growing tax team, focused on serving complex clients in the Asset Management sector—including private equity & venture capital.

As a Tax Partner, you will lead multiple engagement teams, deliver innovative tax strategies, and play a key role in expanding their footprint within the Financial Services industry. You will drive growth through developing new client relationships, deepening existing ones, and collaborating across service lines to bring holistic solutions to market. You’ll also work closely with our client's National Financial Services Tax Leader to develop and execute initiatives that support the ongoing expansion of their Asset Management tax practice.

In addition to client service and growth, this position includes a critical leadership responsibility to mentor, coach, and develop future leaders of the firm—reinforcing our client's culture of collaboration, excellence, and opportunity.

Key Responsibilities:

* Serve as a trusted tax advisor to clients in the Financial Services/Private Equity industry
* Lead multiple engagement teams on complex tax compliance and consulting projects
* Develop new client relationships and expand services within existing accounts
* Collaborate with firm leadership to define and execute growth strategies for the practice
* Guide and mentor team members, building a strong pipeline of talent for the firm
* Contribute to firm-wide initiatives that support innovation, quality, and client service

Required Qualifications:

* 12+ years of progressive tax experience, ideally within a Big 4, national, or large regional accounting firm; or equivalent experience in law firms or industry, focused on Financial Services clients
* Deep knowledge of Asset Management sectors, including Private Equity, and Venture Capital
* Bachelor’s degree in Accounting
* CPA, JD, LLM, or EA designation
* Extensive experience with tax compliance and consulting engagements for FS clients
* Proven ability to manage a book of business and support firm growth
* Strong leadership, communication, and team development skills


Seniority level

* Seniority level

Executive


Employment type

* Employment type

Full-time


Job function

* Job function

Accounting/Auditing, Consulting, and Finance
* Industries

Accounting, Financial Services, and Professional Services

Referrals increase your chances of interviewing at CMB Staffing Solutions by 2x


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