Tax Partner

About this role

ABOUT THE COMPANY

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Adeptus Advisors LLC, a growing full-service CPA and Business Management firm, with offices in New York City, New Jersey, Long Island, Maryland, White Plains, and California.

Role objectives

The Tax Partner is accountable for overall engagement quality, compliance with filing requirements, and client relationship stewardship across a portfolio of tax engagements. This role sets engagement and practice strategy, oversees risk management and key technical conclusions, drives business development and retention, and develops leaders and teams to deliver consistent, high-quality service.

Key responsibilities

- Provide executive oversight for engagement quality and risk management, including review of high-risk areas, key judgments, and final conclusions; ensure compliance with professional standards and firm quality expectations

- Lead client relationship management for a portfolio of key accounts, including executive communication, expectation-setting, and issue resolution

- Set engagement strategy for complex clients, including risk approach, staffing model, timeline expectations, and review depth; ensure appropriate escalation and decision-making

- Serve as the final escalation point for complex technical matters and client disputes; drive timely, supportable resolutions and documentation

- Drive business development, including identifying opportunities, leading proposals, and expanding relationships while maintaining a strong risk posture

- Oversee and engagement economics, including utilization awareness, delivery discipline, and resource planning; address trends and capacity constraints

- Develop and mentor senior leaders (Directors, Senior Managers, Managers) through coaching, feedback, succession planning, and performance management support

- Support practice governance and continuous improvement initiatives (quality management, standardization, technology adoption, training, and continuous improvement).

Key accountabilities

- Engagement quality outcomes meet firm standards and filing requirements across the portfolio

- Key judgments and final conclusions are appropriately reviewed, supported, and documented

- Client relationships are stewarded effectively with strong executive communication and issue resolution

- Technical and compliance risks are identified, escalated, and resolved with sound, supportable decisions

- Practice performance and engagement economics are monitored with timely actions taken on trends and capacity constraints

- Leaders are developed through coaching, succession planning, and performance management

Reporting structure

- Supervisor: Managing Partner / Tax Practice Leader

- Functional/team: Tax practice leadership / engagement leadership (portfolio)

- Direct reports: May oversee Tax Managers, and engagement teams

- Key cross-functional collaborators: Tax leadership, other service line leaders (as applicable), and client executive stakeholders

Key results / expectations

- Consistent, high-quality execution across a portfolio of engagements with strong quality control and minimal rework

- Strong risk management and timely resolution of complex technical and client issues

- Healthy client relationships with clear expectation-setting, issue de-escalation, retention, and growth support

- Predictable engagement delivery discipline and economics oversight

- Visible leadership presence and development of Directors/Senior Managers/Managers through coaching and accountability

Informatics & data reporting

- Engagement economics (WIP, billing, realization, write-ups/write-downs)

- Portfolio KPIs (revenue, margin, leverage, capacity/utilization)

- Quality & risk reporting (inspection results, consultations, independence/compliance items)

- Delivery & filing status (tax return pipeline, deadlines, extensions, e-file acceptances)

- Client portfolio health (retention, satisfaction, at-risk accounts, issue logs)

- Business development pipeline (prospects, proposals, win/loss, cross-service opportunities)

- Talent metrics (staffing mix, turnover/retention, performance signals, succession coverage)

Skill / knowledge requirements

- Extensive knowledge of federal and state tax concepts and tax compliance requirements

- Strong engagement strategy and risk management capability across complex clients

- Ability to lead leaders, manage risk, and make decisions requiring significant professional judgment

- Strong client-facing communication, negotiation, and stakeholder management skills

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