Partner

WFFA Advisors; New York (NY); Hybrid; USD 200,000 - 320,000; Full time

Benefits offered by this job

Competitive compensation

Bonus potential

Benefits plan

Job summary

WFFA Advisors is seeking a Partner-level tax and advisory professional to own a meaningful book of business, lead client engagements end to end, and grow into broader firm leadership. You will manage day-to-day service, billing, and communications, while serving high-net-worth individuals, closely held businesses, real estate sponsors, trusts, estates, and foundations.

This role reports to the CEO, requires CPA, 10+ years in public accounting, and a hands-on, client-focused approach.

Qualifications

• CPA required and 10+ years in public accounting.
• Deep technical experience with closely held business taxation and real estate.
• Hands-on operator with strong client relationship ownership.
• Interest in cross selling and potential equity growth.
• Alignment with direct client relationships and partner-level ownership.

Responsibilities

• Own day-to-day client service on engagements, including scoping, review, deliverables, billing and communications.
• Maintain direct relationships with a portfolio of high-net-worth individuals, closely held businesses, real estate clients, trusts, estates and foundations.
• Identify and execute cross-sell and advisory expansion opportunities.
• Lead engagement teams with coaching and performance feedback.
• Participate in staff reviews and contribute to firm leadership over time.

Skills

Client relationship management

Tax advisory

Public accounting

Leadership

Cross-selling

Education

CPA license

10+ years public accounting

Job description

Location: Floral Park, Long Island, NY or Manhattan, NY (flexible)

Reports to: CEO

About WFFA

WFFA Advisors is a full-service tax and accounting firm serving high net worth individuals, closely held businesses, real estate sponsors and operators, trusts, estates, and private foundations. WFFA is a member firm of Windsor Path, a family office-backed platform partnering with established accounting and advisory firms across the country.

WFFA is known for the hands-on involvement of its partners. Clients work directly with the partner responsible for their account, and partners stay close to the technical work rather than operating purely in an oversight capacity. That dynamic is central to how the firm has built trust over decades, and it is central to this role.

The Opportunity

This is a newly created Partner seat at WFFA with a clear runway to take on a meaningful book of business, lead client engagements end to end, and grow into expanded responsibility within the firm over time.

The role is positioned for a partner level professional who wants to be a true relationship owner, work directly with clients, and play a real part in shaping the next chapter of the firm.

What You Will Own

• Full day to day responsibility for client service on assigned engagements, including scoping, technical review, deliverables, billing, and client communication
• Direct relationship ownership across a portfolio of high-net-worth individuals, closely held businesses, real estate clients, trusts, estates, and private foundations
• Identification and execution of cross sell and advisory expansion opportunities within the portfolio
• Leadership of the engagement teams supporting your work, including review, coaching, and performance feedback
• Participation in staff reviews and team development
• Optional business development activity, which is the primary lever toward equity partnership
• Annual billable hour target in line with firm standards for partners not actively engaged in business development
• In office presence expected with greater frequency during the initial onboarding period, easing into a more flexible cadence over time
• Occasional local client travel; no out-of-town travel expected
• Active participation in the partner group and willingness to grow into broader firm leadership over time

What We Are Looking For

• CPA license required
• 10 or more years of progressive experience in public accounting
• Deep technical experience with closely held business taxation and real estate
• Comfortable as a true generalist, with strong fundamentals across tax compliance, accounting, and client advisory
• A hands-on operator who is comfortable being in the work, not just over it
• Track record of building and holding client trust as a primary relationship owner
• Interest in growing a book through cross sell and, for those pursuing equity, new business development
• Alignment with a firm culture that values direct client relationships, responsiveness, and partner level ownership

Compensation

Competitive base salary, discretionary annual bonus tied to firm and individual performance, and benefits plan. Specific compensation details will be discussed directly with qualified candidates.

Additional Information

All your information will be kept confidential according to EEO guidelines.

At WFFA, we believe great work happens when people feel welcomed, respected, and supported. We value diverse backgrounds and perspectives and encourage everyone to show up as their authentic selves.

Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.