Tax Partner

We are a boutique accounting, tax, and advisory firm located just outside of Annapolis on Maryland's Eastern Shore, seeking a seasoned tax professional to join our leadership team as an incoming partner. This role is part of a thoughtful succession plan for a senior partner who is retiring.

You will assume responsibility for an established book of business and play a key role in shaping the firm's future—delivering high-level tax planning and advisory services, strengthening long-term client relationships, and mentoring our growing team. This is an opportunity for a hands‑on professional who values quality work, trusted advisor relationships, and a collaborative firm culture.

• Provide tax planning, compliance, and advisory services to individuals, closely held businesses, partnerships, and family‑owned enterprises.
• Serve as the primary advisor for clients with complex individual (Form 1040) and pass‑through entity (partnership and S corporation) needs.
• Take over and responsibly grow an existing book of business, maintaining continuity and trusted relationships during the partner transition.
• Work directly with clients year‑round, focusing on long‑term planning, proactive advice, and practical solutions—not just compliance.
• Lead, mentor, and develop staff, including reviewing work, providing technical guidance, and supporting professional growth in a small‑team environment.
• Assist with day‑to‑day operations including software installations, monitoring contract workers, project tracking, and staff utilization.
• Contribute to business development through referrals, networking, and expanding services with existing clients-without a "sales‑first" mentality.
• Collaborate closely with fellow partners and team members, contributing to a collegial, one‑firm mindset where everyone's success matters.

• Active CPA license required.
• Strong experience with pass‑through taxation (partnerships and S corporations) and complex individual tax compliance and planning.
• Background in federal, multi‑state, individual, and partnership tax matters.
• Proven ability to manage client relationships with professionalism, responsiveness, and sound judgment.
• Experience mentoring staff and providing hands‑on leadership in a smaller firm setting.
• Excellent communication skills, with the ability to explain complex tax matters clearly to clients and team members.
• Organized, analytical, and solutions‑oriented, with a genuine interest in growing into a long‑term leadership role.