From your very first day, Partnership is on the table. Not in a vague “someday, maybe” way, but a real, tangible promise. This firm is home-grown, built over decades, and the future is wide open for the right person. With five partners nearing retirement including one who’s been here over 40 years, the path is clear: if you want to build your career and legacy, you will make Partner here.
Why leave your current role for this one?
Because opportunities like this are rare. This is one of the last independent, relationship-driven CPA firms in the area. The partners aren’t looking to sell out, they want the next generation to take over. Clients here are more like friends than file numbers. The team is small (15 total people, 5 partners), collaborative, and deeply committed to their clients and each other. This isn’t about red tape or hierarchy, it’s about stepping in, owning your work, and growing into the future of the firm.
Where could this role take you?
Straight into Partnership. Whether you’re an ambitious 5-year Tax Senior ready for the next step, or a more experienced professional who wants to actually shape a firm’s future, this is your chance.
Who will thrive?
- A generalist tax professional with 4+ years of experience in a small or mid-sized firm (not Big 4/large firm)
- CPA preferred, or actively pursuing
- Experience with HNW individuals, local businesses, payroll, and QuickBooks
- Comfortable handling clients from start to finish and reviewing returns with confidence
- Someone who thrives in a small firm where relationships matter as much as technical skills
The job?
You’ll step into a senior role where you’re not just preparing and reviewing tax returns, you’re managing full client relationships end-to-end. This is a full-service practice: business accounting, taxes, payroll, and more. You’ll be trusted to take ownership, mentor junior staff, and deliver directly to clients. Most importantly, you’ll be laying the foundation for Partnership.
Benefits?
Health insurance, 401k match, profit share, flex time (start early/leave early if you prefer). Hybrid is possible after a year, but this is primarily an in-office role, 5 days a week.