Tax Partner

Overview

A highly regarded, mid-sized public accounting and advisory firm is seeking a Tax Director / Partner to join its growing Professional Services tax practice. This individual will serve as a strategic leader within the group, advising middle-market clients while playing a key role in driving business development and expanding the firm’s footprint.

A portable book of business is not required; this person will inherit an already established $20m+ book of business.

This is a market-facing role with significant visibility, offering the opportunity to shape a practice, deepen client relationships, and mentor a high-performing team.

The position offers flexibility to sit in New York City, Long Island, Boca Raton, or Palm Beach Gardens (hybrid).

Responsibilities

• Act as a trusted advisor to clients across the Professional Services space, providing tax planning and compliance support
• Handle complex tax matters across partnerships, corporations, and individual partner/shareholder structures
• Provide technical guidance on partnership allocations, SALT considerations, and multi-entity structures
• Lead and review tax compliance engagements, including returns and technical memos
• Drive business development initiatives and identify opportunities to grow existing client relationships
• Represent the firm in the market through networking, events, and industry involvement
• Mentor and develop junior team members, including performance management and technical training
• Stay current on evolving tax regulations and ensure best practices across engagements

Qualifications

• 10+ years of public accounting tax experience
• Strong background in partnership taxation and complex entity structures
• Experience working with middle-market clients, ideally across Professional Services and/or Consumer sectors
• Demonstrated success in business development and client relationship management
• Proven leadership experience managing and developing teams
• CPA strongly preferred