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

• Strong experience with multi-state & Partnership tax

• 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

• Unlimited PTO and paid holidays

• Wellness and parental leave programs