What are the responsibilities and job description for the Tax Partner (Non-Equity) position at Brewer Morris?
Job Title: Non-Equity Tax Partner (Hybrid – 3 Days In-Office, 2 Days WFH)
Location: Anaheim, CA
Firm Type: Top 200 CPA Firm
Employment Type: Full-Time
Seniority Level: Partner (Non-Equity)
Salary: $300,000 to $350,000 Base Bonus (Negotiable)
About the Opportunity:
A highly respected Top 200 CPA firm in Anaheim, CA is seeking a Non-Equity Tax Partner to join its growing team. With over 80 professionals, this mid-sized firm is known for its collaborative culture, high retention rate, and commitment to delivering exceptional tax, audit, accounting, and advisory services.
This is a hybrid role (3 days in-office, 2 days remote) offering a clear path to Equity Partnership for the right candidate. The ideal professional will bring strong business development skills and a passion for serving privately held companies across a variety of industries.
Key Industries Served:
- Manufacturing & Distribution
- Real Estate
- High-Net-Worth Individuals
- Agriculture (Farming & Dairy)
- Construction
- Retail
- Non-Profit
- Trusts & Estates
- Pass-through Entities
Key Responsibilities:
- Serve as a generalist across individual, corporate, partnership, estate, and trust taxation
- Lead strategic tax planning, compliance, and consulting engagements
- Drive business development and expand the firm’s market presence
- Mentor and lead tax professionals to ensure high-quality client service
- Stay current on tax law changes and advise clients accordingly
- Review complex tax returns and provide technical guidance
- Build and maintain trusted client relationships
Qualifications:
- CPA or JD required
- 12 years of public accounting experience (Big 4, national, or large regional firm preferred)
- Proven success in business development and client growth
- Deep knowledge of federal, state, and local tax regulations
- Strong leadership, communication, and interpersonal skills
- Long-term commitment to partnership (no near-term retirement plans)
Workload & Culture:
- Busy season: 45–60 hours/week
- Non-busy season: ~40 hours/week
- Supportive, team-oriented environment with a strong focus on work-life balance
Benefits:
- 100% employer-paid Medical, Dental, and Vision
- 4–5 weeks PTO
- 401(k) with Profit Sharing (up to 3%)
- Negotiable year-end bonus
- High retention and strong internal promotion track
Salary : $300,000 - $350,000
