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About the Role
Reid Advisors is seeking an experienced tax professional to join our Tax & Advisory Services practice in a partner-level role. This position will manage an established portfolio of small and mid-sized businesses, their owners, and high-net-worth individuals across a variety of industries. Responsibilities include tax compliance, planning, advisory services, and oversight of client relationships and engagement teams. We are looking for someone who can work directly with clients, provide practical tax advice, lead a team, and take ownership of engagements. An existing book of business is not required.
Responsibilities
- Manage client relationships for closely held businesses, business owners, and high-net-worth individuals.
- Provide federal, state, and local tax planning and advisory services, with a particular focus on partnerships, S corporations, and individuals.
- Oversee tax engagements, including reviews, deadlines, staffing, budgets, and profitability.
- Advise clients on entity structure, business transactions, succession planning, and related tax matters.
- Supervise, mentor, and develop managers and staff; delegate work effectively and provide technical guidance.
- Identify additional service opportunities within existing client relationships and participate in business development efforts.
- Collaborate with partners and other service lines to enhance client service and firm operations.
Requirements
- Active CPA license required; New York licensure preferred.
- Bachelor's degree in Accounting or a related field.
- Generally 10+ years of public accounting experience, including responsibility for client relationships and tax engagements.
- Strong background in partnership and S corporation taxation, closely held businesses, and high-net-worth individual tax compliance and planning.
- Experience with multistate and fiduciary taxation preferred.
- Experience with CCH Axcess Tax and the Wolters Kluwer CCH Suite required.
- Proven ability to oversee a diverse client portfolio and manage and develop professional staff.
- Strong communication, organizational, technical, and client service skills.
- Current partners, tax directors, and experienced senior tax managers with the ability to perform at the partner level are encouraged to apply.
Skills
- Tax compliance
- Tax planning
- Advisory services
- Client relationship management
- Team leadership
- Technical guidance
- Business development
- Multistate taxation
- Fiduciary taxation
- Communication skills
- Organizational skills
- Client service skills
Location
- Woodbury, NY (Long Island)
Work Type
- Full-Time
- Onsite
Experience Level
- Partner-level
- 10+ years of public accounting experience
Education Level
- Bachelor's degree in Accounting or a related field
Salary/Compensations
- Competitive compensation commensurate with experience, including performance-based incentive opportunities
Benefits
- Comprehensive benefits package
- 401(k) plan
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
About the Company
- At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
Equal Opportunity
- We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.