Head of Tax

$150K–$200K Base + Performance Incentive performance incentives with increasing upside as you grow the practice. The owners are open to discussing the overall structure with the right candidate and aligning long-term incentives with the growth and profitability of the CPA business.

Long established, privately held financial services seeking an entrepreneurial CPA Practice Leader beyond compliance to lead the next chapter of its tax and accounting business.

The firm is seeking a business-minded CPA who can lead sophisticated client relationships, develop new business, grow the existing practice, and ultimately take ownership of the performance (revuen,profitability, talent and growth) and direction of the CPA division.

The organization operates an integrated platform encompassing tax, wealth management, investment advisory and financial planning
, creating significant opportunities to expand existing client and advisor network while continuing to develop business externally.

• Lead and grow an established CPA/tax practice.
• Develop new clients through relationships, referrals and business development.
• Identify tax and advisory opportunities across the existing wealth-management client base.
• Own key HNW and business-owner client relationships.
• Evaluate pricing, profitability, workflow, technology and service mix.
• Strengthen integration between tax, wealth management and financial planning.
• Recruit, mentor and build the tax team as the practice grows.
• Partner directly with ownership on the long-term strategy of the business.

• Active CPA license required.
• Proven Builder
• 10+ years of progressive tax/accounting experience.
• HNW individuals, business owners and/or closely held company experience.
• Strong individual and business tax knowledge, including partnerships and S corporations.
• Experience leading a tax practice, team, book of business or significant client portfolio.
• Demonstrated ability to generate new business, expand client relationships and/or develop referral sources.

Tax Partner, Principal, Shareholder, Tax Director, Managing Director or Practice Leader is highly valued, as is experience with an RIA/wealth-management organization, practice P&L, estate/wealth planning, succession, or transitioning relationships from a retiring partner.