Allen Stevenson Advisors LLC
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Fast-growing CPA and Advisory firm is seeking a dynamic market-facing Partner with expertise in Real Estate, particularly as it applies to the tech sector. The right individual would join a team of Real Estate partners in Metro Los Angeles. Partners at the firm work hand-in-hand in bringing new service offerings to existing clients and in engaging new ones. 

Our client is a leading mid-tier firm and receives year-after-year accolades as one of the ”Best Firms to Work For” and “Best Accounting Firms” from leading trade publications. It offers attractive compensation and benefits and a seat at the table regarding firmwide tax strategy and marketing decisions. Importantly, the firm’s success has been driven by marketing as a team to prospective and existing clients. Successful candidates will have deep and meaningful relationships within the local business community and a proven track record of developing new business.

The Tax Partner is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objectives, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Partner is expected to actively participate in marketing, networking and business development. Successful candidates will have deep and meaningful relationships within the local business community and a proven track record of developing new business.

Job Responsibilities

  • Perform partner level compliance review and tax return signoff

  • Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, accounting related issues and potential solutions, in addition to engagement management matters

  • Significant Involvement in practice development activities including developing a professional network or referral sources, assisting in proposals, or writing articles for publication

  • Working on proposals and assisting in developing new business

  • Determine and approve staffing and other resource needs, and related engagement work schedules

  • Develop professionals by providing formal performance feedback, career counseling and mentoring to those below Partner

  • Delegate assignments to supervisors considering their skills, development needs, schedule and engagement economics

  • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function

  • Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client

  • Play an integral role in the development of fee quotes and budgets

  • Preparation of client billings and collection of outstanding accounts

  • Participate in activities to develop and improve firm and department business processes

 
For further information, please reach out to me directly.
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