Vertical Careers, Inc.

Tax & Accounting Partner [CPA req'd] for growing CPA firm

Vertical Careers, Inc. - Orange County, CA

Tax & Accounting Partner - CPA required

Exciting Tax & Accounting Partner opportunity for a fast growing CPA firm in Orange County. Strong Tax Accounting experience required. 

When professionals move to a smaller firm, they will find more free time, moderate deadlines, and a better balance of work and personal life. With a smaller firm, you can still be committed to your career without sacrificing your quality of life as well as closer relationships to clients and colleagues.

Job Description:

  • Lead growth efforts through active involvement in the delivery of client service and the development of new clients in agriculture/manufacturing
  • Demonstrate knowledge of firm policies applicable to tax practice and professional standards
  • Work with Partners and other lines of business in order to provide exceptional client service
  • Have a solid understanding of the client’s industry, business, objectives and risk tolerance
  • Perform detailed and technical tax review, approval and signing of all tax returns of any complexity
  • Perform, delegate and manage tax projects
  • Navigate the discussion of complex tax issues with ease to taxpayers and management
  • Present tax returns to Board of Directors at the client site and/or via telephone
  • Keep current with and implement new professional standards applicable to clients and industries
  • Ensure timeliness of deliverables and accept final responsibility for decisions
  • Act as a resource for tax staff on tax issues and/or questions
  • Maintain and mentor staff on client service, business development, standards of practice, tax practice quality, and risk management
  • Supervise staff and provide on-the-job training to minimize voluntary turnover
  • Act as a technology champion

Job Qualifications

  • Bachelor’s Degree in Accounting or equivalent required
  • 15+ years of experience in public accounting preferably small to national firms
  • CPA is a must to sign financial statements
  • Strong communication, organizational, and technological skills
  • Experience in managing staff members is preferred
  • Knowledge of income tax returns in the areas of individuals, partnerships, S Corporations, C Corporations, pass-through entities, nonprofits and foundations, complex real estate transactions, trust accounting, foreign tax matters and merger & acquisitions

Posted On: Saturday, July 3, 2021
Compensation: up to $250K DOE

Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 608-5228,

Eva Chiu has 20 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities whereby helping you "Step Up in the World!" Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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