Tax Partner

Tax Partner – Middle Market / Privately Held Businesses Our client, a Nationally RecognizedTop 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. Position Overview 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. Key Responsibilities Oversee and serve as lead relationship partner for a substantial book of privately held and middle-market clients Provide strategic tax planning and advisory across entity structures (Partnerships, S-Corps, C-Corps, Individuals) Ensure exceptional client experience, retention, and expansion of services Protect and grow inherited revenue streams in an environment where books naturally evolve Business Development & Market Presence Consistently originate new revenue (partners average about $400K+ annually in new client origination) Actively build and maintain referral networks (attorneys, bankers, PE groups, wealth advisors, etc.) Identify market trends and develop targeted growth strategies Cross-sell advisory and extended services across the firm 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 Ideal Candidate Profile 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 Existing referral network or transferable book Masters in Taxation or Accounting What the Firm Offers National platform with strong brand recognition Collaborative partner group and leadership support Competitive partner compensation structure #J-18808-Ljbffr