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Richmond Tax Partner

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: CMB Staffing Solutions
Full Time position
Listed on 2026-09-14
Job specializations:
  • Accounting
    Tax Advisor
Salary/Wage Range or Industry Benchmark: 250000 - 350000 USD Yearly USD 250000.00 350000.00 YEAR
Job Description & How to Apply Below

Our client is seeking an experienced Tax Partner to join its Private Client Services (PCS) practice in Richmond, Virginia. This is a high-impact leadership opportunity for a senior tax professional with a strong track record of serving high-net-worth individuals, closely held businesses, partnerships, executives, and family-owned enterprises.

The ideal candidate will bring a combination of deep technical tax expertise, strong client relationships, and demonstrated business development success
. The Partner will play a key role in expanding the firm's Richmond market presence and growing its Private Client Services platform.

Key Responsibilities
  • Lead and expand a portfolio of high-net-worth individuals, business owners, entrepreneurs, executives, families, and closely held businesses.
  • Provide sophisticated tax planning, consulting, and compliance services across complex individual and business tax matters.
  • Advise clients on tax-efficient business structures, transactions, estate and wealth planning considerations, and other strategic tax issues.
  • Develop and maintain trusted relationships with high-value clients and serve as a senior-level advisor.
  • Generate new business through an established network of clients, attorneys, wealth advisors, investment professionals, bankers, and other referral sources.
  • Identify opportunities to expand existing client relationships across firm's broader tax, accounting, advisory, and consulting capabilities.
  • Lead and mentor tax professionals while contributing to the development of the Richmond PCS team.
  • Participate in market-facing activities, including networking, thought leadership, speaking engagements, and business development initiatives.
  • Collaborate with Partners across the firm's Tax, Assurance, and Advisory practices to deliver integrated solutions to clients.
Ideal Candidate Profile
  • 15+ years of progressive public accounting/tax experience
    , with significant experience at the Partner or Director level.
  • CPA required.
  • Deep experience with Private Client Services, individual taxation, partnerships, S corporations, trusts, estates, and closely held businesses
    .
  • Demonstrated ability to manage sophisticated and high-net-worth client relationships.
  • Proven history of business development and revenue generation within the PCS/private client market.
  • Strong network of referral sources and/or an established client following in the Richmond/Virginia market.
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