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Overview
I connect tax professionals with CPA firms in DFW & NYC. This is a leadership role with a highly respected boutique CPA firm that serves an elite client base, including ultra-high-net-worth individuals, real estate investors, and national businesses. With several partners nearing retirement in the next 3–5 years, this is a rare opportunity to step into a leadership position and become the face of the firm.
What You'll Do
- Lead the firm's tax advisory practice across a portfolio of UHNWI, real estate partnerships, family offices, and national businesses
- Take ownership of business development, forging relationships with elite clients and high-profile referral networks
- Drive strategic tax planning initiatives, ensuring clients receive sophisticated, proactive advisory services
- Mentor, coach, and develop senior tax managers and associates to elevate overall team capability
- Collaborate with current partners on succession planning and contribute to shaping the firm's growth strategy
What We're Looking For
- Active CPA license – required
- 10+ years of progressive public accounting experience within tax, preferably with exposure to UHNWI and real estate clients
- A proven track record in business development and client relationship management
- Excellent leadership skills with experience managing and mentoring tax professionals
- Strategic, entrepreneurial mindset and a desire to become a future firm leader
Why This Role
- Elite Client Base – Partner directly with UHNWIs, family offices, and prestigious businesses across the U.S
- Leadership Opportunity – Step into a director-level role with significant influence on firm strategy
- Succession Path – With partners planning retirement in 3–5 years, you'll be positioned to become the face of the firm
- Business Development Ownership – Lead client acquisition, relationship management, and practice growth initiatives
- Hybrid Flexibility – Enjoy autonomy while staying connected to a highly collaborative leadership team
- Exceptional Compensation – Competitive base salary, performance incentives, and a clear pathway to equity
This is an unparalleled opportunity for a Tax Director ready to elevate their career, take ownership of client relationships, and lead a boutique CPA firm into its next era of growth.
If you wish to apply, please forward your resume to ...@SimpsonJudge.co.uk
Seniority level
Employment type
Job function
- Accounting/Auditing and Finance
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