Tax Partner

Fortis Recruitment; New York (NY); On-site; USD 350,000 - 700,000; Full time

Job summary

Fortis Recruitment partners with a top-20 US accounting and advisory firm in New York to hire Tax Partners and Managing Directors across Commercial Tax, Financial Services, Real Estate and High Net Worth.

This senior, client-facing role offers genuine ownership and a path to build and lead a practice, not just sign off returns. You will manage key client relationships and drive growth within a national platform.

Qualifications

• CPA or JD – MTAX or LLM a plus.
• Deep, hands-on partnership tax compliance experience - essential.
• Senior client-facing tax leadership in public accounting or in-house.
• Middle market mindset - comfortable advising founder-led and family-owned businesses.
• Existing client relationships or a credible path to building a book.

Responsibilities

• Lead a portfolio of middle market clients as senior relationship owner and trusted advisor.
• Oversee and sign off partnership, corporate, individual and trust returns - including K-1 reporting.
• Advise on entity structuring, transactions, succession and tax-efficient growth.
• Originate new business and cross-sell with audit, advisory and wealth colleagues.
• Represent clients on IRS and state examinations and resolve complex technical issues.
• Build, mentor and develop a team of managers, seniors and staff.
• Contribute to practice strategy, pricing and growth as part of the leadership group.

Skills

Partnership tax

Client relationship management

Leadership

Business development

Education

CPA or JD – MTAX or LLM a plus

Job description

A top-20 US accounting and advisory firm is hiring Tax Partners and Managing Directors in New York across Commercial Tax, Financial Services, Real Estate and High Net Worth.

A senior, client-facing role with genuine ownership. This suits a tax leader who wants to build and run a practice, not simply sign off returns.

WHY THIS ROLE STANDS OUT

• Top-20 US firm by revenue with a significant New York presence
• Four practice areas hiring at Partner / MD level - strategic investment, not backfill
• Book shaped around your background - funds, operating businesses or family-owned enterprises
• Middle market client base backed by the resources of a national platform
• Open to candidates currently in practice or in-house

THE ROLE

• Lead a portfolio of middle market clients as senior relationship owner and trusted advisor
• Oversee and sign off partnership, corporate, individual and trust returns - including K-1 reporting
• Advise on entity structuring, transactions, succession and tax-efficient growth
• Originate new business and cross-sell with audit, advisory and wealth colleagues
• Represent clients on IRS and state examinations and resolve complex technical issues
• Build, mentor and develop a team of managers, seniors and staff
• Contribute to practice strategy, pricing and growth as part of the leadership group

PRACTICE AREAS

• Commercial Tax - partnerships, pass-through entities, closely held and family-owned businesses
• Financial Services Tax - fund structures, carried interest, trader / dealer issues, LP reporting
• High Net Worth / Private Client - family offices, trusts, estate and gift, cross-border planning

CANDIDATE PROFILE

• CPA or JD - MTax or LLM a plus
• Deep, hands‑on partnership tax compliance experience - essential
• Senior client-facing tax leadership in public accounting or in-house
• Middle market mindset - comfortable advising founder-led and family-owned businesses
• Existing client relationships or a credible path to building a book