Tax Partner

Job Description

Job Description – Partner

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Job Summary

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We are a boutique accounting, tax, and advisory firm located just outside of Annapolis on Maryland's Eastern Shore, seeking a seasoned tax professional to join our leadership team as an incoming partner. This role is part of a thoughtful succession plan for a senior partner who is retiring.

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You will assume responsibility for an established book of business and play a key role in shaping the firm's future—delivering high-level tax planning and advisory services, strengthening long-term client relationships, and mentoring our growing team. This is an opportunity for a hands-on professional who values quality work, trusted advisor relationships, and a collaborative firm culture.

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Key Responsibilities

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• Provide tax planning, compliance, and advisory services to individuals, closely held businesses, partnerships, and family-owned enterprises.
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• Serve as the primary advisor for clients with complex individual (Form 1040) and pass-through entity (partnership and S corporation) needs.
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• Take over and responsibly grow an existing book of business, maintaining continuity and trusted relationships during the partner transition.
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• Work directly with clients year-round, focusing on long-term planning, proactive advice, and practical solutions—not just compliance.
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• Lead, mentor, and develop staff, including reviewing work, providing technical guidance, and supporting professional growth in a small-team environment.
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• Assist with day-to-day operations including software installations, monitoring contract workers, project tracking, and staff utilization.
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• Contribute to business development through referrals, networking, and expanding services with existing clients—without a "sales-first" mentality.
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• Collaborate closely with fellow partners and team members, contributing to a collegial, one-firm mindset where everyone's success matters.
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What We're Looking For

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• Active CPA license required.
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• Strong experience with pass-through taxation (partnerships and S corporations) and complex individual tax compliance and planning.
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• Background in federal, multi-state, individual, and partnership tax matters.
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• Proven ability to manage client relationships with professionalism, responsiveness, and sound judgment.
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• Experience mentoring staff and providing hands-on leadership in a smaller firm setting.
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• Excellent communication skills, with the ability to explain complex tax matters clearly to clients and team members.
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• Organized, analytical, and solutions-oriented, with a genuine interest in growing into a long-term leadership role.
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