Tax Partner

 TITLE Tax Partner

LOCATION Muskegon, Michigan

STATUS Full-time


As a key member of our Muskegon team, the position will assume a strategic role in high level tax oversight, client relationship management, and accounting team development.  The primary day-to-day responsibilities may involve; tax planning, individual and business tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, mentoring and training staff.


  • Review of Individual, Partnership, Corporation and S Corporation tax returns
  • Tax Planning
  • Team oversight, training, and development
  • Successfully builds and maintains beneficial local business professional network
  • Plans and oversees engagements
  • Accounting and auditing engagements if applicable
  • Business advisory services for small privately held business clients
  • Participates and contributes to firm wide strategic planning and goals
  • Performs other duties as assigned


  • Bachelor’s degree in Accounting
  • Active CPA license
  • Minimum of 10 years of related public accounting experience
  • Must enjoy “taking care” of their clients
  • Proven time and project management skills, able to effectively manage client relationships and workload
  • Professional and personable
  • Practices a high level of inclusion and collaboration skills
  • Pays close attention to detail
  • Able to adapt to multiple businesses/industries
  • Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
  • Embraces technology and uses it to improve processes