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Crete Professionals Alliance

Technical Tax Partner

Posted 2 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
300K-300K Annually
Expert/Leader
Remote
Hiring Remotely in USA
300K-300K Annually
Expert/Leader
The Technical Tax Partner will provide advanced tax planning and advisory services to multinational clients, manage client relationships, oversee tax compliance, and lead the firm's tax practices, requiring extensive technical expertise and business development.
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Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities.

Key Responsibilities:

  • Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures.

  • Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.

  • Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups.

  • Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.

  • Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections.

  • Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements.

  • Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities.

  • Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management.

  • Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters.

  • Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues.

  • Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives.

  • Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts.

  • Collaborate with audit, accounting, and legal teams to support client growth across practice areas.

  • Lead and expand the firm’s international tax and financial services tax practices.

  • Develop innovative tax strategies and service offerings in response to legislative and regulatory changes.

  • Mentor and train senior tax professionals, fostering technical excellence and professional development.

  • Contribute to firm thought leadership through internal training, client presentations, and technical publications.

Requirements:

· CPA required; JD and/or LL.M. in Taxation a plus.

  • Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms.

  • Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation.

  • Proven ability to manage and grow a significant book of business and support firm-wide revenue growth.

  • Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients.

  • Recognized technical authority with experience leading international tax or financial services practices.

  • Entrepreneurial mindset with a track record of developing innovative tax solutions.

  • Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions.

Job Type: Full-time

Schedule: Monday to Friday, Hybrid work environment

This position operates as part of a US East Coast-based team, with typical working
hours aligning with EST to facilitate effective collaboration. We offer flexibility in
managing your schedule to maintain a healthy work-life balance while meeting
business needs.

We are excited to invite talented individuals to join our dynamic team! This position
offers a competitive salary starting at $300K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

  • Health, Dental, and Vision Insurance (with options for fully paid employee
    only coverage for health and dental)

  • Company-Paid Life and Long-Term Disability Insurance

  • Ancillary Benefits such as supplemental life insurance and short-term
    disability options

  • Classic Safe Harbor 401(k) Plan with employer contributions

  • Opportunities for professional growth, learning, and development including
    access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every
team member can thrive. Apply today to be part of a company that values its
people and their contributions!

“Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.

Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.

#LI-JL1

Top Skills

Cpa
Jd
Ll.M. In Taxation

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