Tax Partner
Most firms say they’re hiring at Partner level.
This one actually is.
A long established Fort Myers CPA firm is looking to bring in a Tax Partner to step into a genuine leadership role. One partner is already stepping back, the other is stretched, and work is being turned away due to lack of capacity at the top.
This is not a backfill. It’s a succession hire.
The firm is referral driven, stable, and intentionally small. No politics, low turnover, and a strong client base built over time.
The role
You’ll operate as a true leader from day one.
Owning client relationships
Reviewing and signing off on complex work
Leading the tax team
Acting as the escalation point
Helping shape the future of the firm
There is a clear route to equity here based on contribution and fit.
The work mix
Strong portfolio across:
1040s, trusts and estates, and small businesses
Around 260+ business clients
Revenues typically ranging from $300k to $14m
This is not a compliance factory. Judgment and client relationships matter.
The setup
Busy season around 55 hours
Total annual hours capped at 2,080
Lean team with admin and offshore support
Established processes and use of AI tools
Benefits
$2,000 HSA contribution
401k with up to 4% match
$850 per month towards health insurance
Bonuses paid in March and post 4/15
Who this suits
Someone operating at Senior Manager, Director, or Partner level in public accounting
Looking for real ownership, not just a title
You don’t need to tick every box to start a conversation.