Technical Tax Partner at Current Advisors — Remote

# About the Company

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 this is predominately UHNW & Estate & Trust roll 80%. Other skill sets: 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:

• Lead tax planning for UHNW individuals and families & family offices, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.
• Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups 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.
• 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 clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
• 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

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

“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.

## Compensation & Benefits

• 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

## Equal Opportunity