Tax Partner Middle Market / Privately Held Businesses

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.

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

Client Leadership & Retention

• 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

Practice & Firm Leadership

• 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

Desirable Traits:

• 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

• 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