Partner

LeoForce; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Health, dental, life insurance

Vision insurance (optional)

PTO & extended sick leave

Paid holidays including Personal Day

401(k)

Job summary

LeoForce in New York is seeking a Director to lead client engagements for high-net-worth individuals and closely held businesses, delivering top-tier execution and outcomes. The position emphasizes strategic leadership, superior client service, and the role of trusted advisor to partners and clients alike, with a compensation package reflecting seniority and market norms.

Competitive benefits include comprehensive health and retirement options, with opportunities for professional growth and team

Qualifications

• CPA preferred but EA considered
• Requires expertise with High Net Worth Individuals and closely held businesses
• Exceptional client service skills leading to the highest quality of execution and delivery of client engagements
• Strong leadership and staff development skills for coaching a client service team
• Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their trusted advisor
• Excellent problem solving, organizational, and analytical skills

Skills

Leadership

Client service

Interpersonal skills

Problem solving

Analytical skills

Education

CPA or EA certification

Job description

Experience: Director

Salary: $250,000 - $500,000 per year

Job Details

Qualifications

• CPA preferred but EA considered
• Requires expertise with High Net Worth Individuals and closely held businesses
• Exceptional client service skills leading to the highest quality of execution and delivery of client engagements
• Strong leadership and staff development skills for coaching a client service team
• Exceptional interpersonal skills for collaborating with other partners and for providing guidance to clients as their trusted advisor
• Excellent problem solving, organizational, and analytical skills

A bit about us:

We take pride in our work, making it our goal to live up to our reputation of capability, capacity, and credibility. Through a solid, structured approach, we advance the financial strength and tax position of businesses and individuals in our region as they build and strengthen the community that surrounds us.

Our brand is built on a foundation of open communication and being available to our client’s priorities. Questions and thoughtful discussions on all levels are what lead to team-based dialogues. We embrace the power of the collective and harness it to solidify relationships, both within our team and our client relationships. This allows us to provide large, national firm service while maintaining the personalized commitment of a small, local firm. We push your financial goals forward so your future is within reach.

Why join us?

• Meaningful Work!
• Competitive Compensation Package!
• Health, dental, life, and optional vision insurance starting the 1st of the month after hire
• PTO & extended sick leave
• Paid holidays including a Personal Observance Day
• 401(k)

#accounting-finance #cpa #high-net-worth #partnerships #tier3