Senior Private Client Tax Partner - Lead Wealth & Growth

CMB Staffing Solutions; Richmond (VA); Presencial; USD 250.000 - 350.000; Jornada completa

Descripción de la vacante

Our client is seeking an experienced Tax Partner to join its Private Client Services practice in Richmond, Virginia. This is a high-impact leadership role for a senior tax professional serving high-net-worth individuals, closely held businesses, partnerships, executives, and family-owned enterprises.

The ideal candidate combines deep technical tax expertise, strong client relationships, and proven business development success to expand the Richmond PCS market and grow the firm’s private client

Formación

• 15+ years of progressive public accounting/tax experience at Partner or Director level.
• CPA required.
• Deep experience with Private Client Services, individual taxation, partnerships, S corporations, trusts, estates, and closely held businesses.
• Demonstrated ability to manage sophisticated and high-net-worth client relationships.
• Proven history of business development and revenue generation within the PCS/private client market.
• Strong network of referral sources and/or an established client following in the Richmond/Virginia market.

Responsabilidades

• Lead and expand a portfolio of high-net-worth individuals, business owners, entrepreneurs, executives, families, and closely held businesses.
• Provide sophisticated tax planning, consulting, and compliance services across complex individual and business tax matters.
• Advise clients on tax-efficient business structures, transactions, estate and wealth planning considerations, and other strategic tax issues.
• Develop and maintain trusted relationships with high-value clients and serve as a senior-level advisor.
• Generate new business through an established network of clients, attorneys, wealth advisors, investment professionals, bankers, and other referral sources.
• Identify opportunities to expand existing client relationships across firm's broader tax, accounting, advisory, and consulting capabilities.
• Lead and mentor tax professionals while contributing to the development of the Richmond PCS team.
• Participate in market-facing activities, including networking, thought leadership, speaking engagements, and business development initiatives.
• Collaborate with Partners across the firm's Tax, Assurance, and Advisory practices to deliver integrated solutions to clients.

Conocimientos

15+ years public accounting/tax

business development

leadership

relationship management

Educación

CPA

Descripción del empleo

Our client is seeking an experienced Tax Partner to join its Private Client Services practice in Richmond, Virginia. This is a high-impact leadership role for a senior tax professional serving high-net-worth individuals, closely held businesses, partnerships, executives, and family-owned enterprises.

The ideal candidate combines deep technical tax expertise, strong client relationships, and proven business development success to expand the Richmond PCS market and grow the firm’s private client