Junior Tax Partner – Business Owners & Complex Entities
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.