Partner, Tax & Real Estate Advisory — Client-Driven Leader

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

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.