Our client, a Nationally Recognized Top Accounting & Consulting Firm, is seeking a growth-oriented Tax Partner to serve privately held and middle-market businesses. This Partner will inherit a substantial existing book of business while actively driving new revenue through market-facing business development efforts.
This is a leadership role for someone who thrives at the intersection of client service excellence and revenue generation.
The Tax Partner will assume responsibility for a significant portfolio of middle-market clients while building and sustaining a strong pipeline of new business. Success in this role requires the ability to deepen relationships, proactively identify advisory opportunities, and consistently originate meaningful new revenue.
This is not a maintain-only Partner seat — it requires both stewardship and expansion.
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Oversee and serve as lead relationship partner for a substantial book of privately held and middle-market clients
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Provide strategic tax planning and advisory across entity structures (Partnerships, S-Corps, C-Corps, Individuals)
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Ensure exceptional client experience, retention, and expansion of services
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Protect and grow inherited revenue streams in an environment where books naturally evolve
Provide final technical oversight on complex engagements
Mentor and develop senior managers and directors
Drive engagement economics, risk management, and profitability
Contribute to firm strategy and practice growth initiatives
12+ years of progressive public accounting tax experience
Strong background serving privately held and middle-market businesses
CPA required
Demonstrated ability to originate and close new business
Proven track record of both client retention and revenue growth
Executive presence and credibility in the marketplace
Desirable Traits:
National platform with strong brand recognition
Collaborative partner group and leadership support
Flexible work arrangements
Competitive partner compensation structure
Comprehensive benefits, including medical, dental, vision
401(k) with profit sharing
Generous PTO and paid holidays
Wellness and parental leave programs
