Junior Tax Partner - Business Owners & Complex Entities
$285k - $350kDistinct | North America
Junior Tax Partner – Business Owners & Complex Entities
New York City | $285K–$350K
Take over a $2M book | 12–18 month transition | Partner-level opportunity
An established and growing CPA firm is looking for a Junior Partner / Principal-level tax professional to take over and grow an existing $2M client book .
The portfolio is predominantly made up of business owners with complex entity structures , requiring someone who combines strong technical tax knowledge with genuine commercial ability and client ownership.
The existing team comes with the book, and there will be a structured 12–18 month transition before full ownership passes to the successful hire.
The opportunity
- Inherit an established $2M client book
- Work directly with business owners and closely held entities
- Lead complex tax planning and advisory relationships
- Manage and develop the existing team
- Take full ownership of the portfolio over 12–18 months
- Grow the book through new business development
- Build additional revenue and client relationships
- Operate at genuine Partner level
What they’re looking for
- Junior Partner, Principal, Tax Director or exceptional Senior Tax Manager
- Strong public accounting experience
- Extensive closely held business / business-owner tax experience
- Complex partnership, S Corporation and entity exposure
- Proven client ownership
- Strong BD / origination track record
- Able to demonstrate revenue personally won or a book personally developed
- Entrepreneurial and commercially driven
- CPA strongly preferred
$285K–$350K depending on experience.
Flexible working available for the right person.
Interested? Apply or get in touch for a confidential conversation.
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