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Senior Tax Consultant

2 months ago

MagstattleBas, Grand Est, United States Elevate Search Partners LLC Full time

About the Opportunity:
This established investment firm is seeking to develop a tax practice aimed at serving their affluent clientele. They are in search of a CPA who is prepared to take on a leadership role and establish a new tax division from the ground up. This firm has previously referred clients to external public accounting firms and recognizes the potential to enhance client value by providing in-house services moving forward. This represents a distinctive growth opportunity for an individual looking to transition from their current CPA firm and make a significant impact within the community.

Key Qualifications:
- An entrepreneurial mindset with a long-term vision.
- Ability to take charge of client relationships from the outset and cultivate a trusted advisor status while offering tax consulting services.
- Experience working with high-net worth individuals and navigating complex tax planning scenarios.
- Commitment to establishing a standard of excellence in all facets of client service.

Compensation and Ownership:
This role includes equity ownership and a compensation structure that is aligned with the successful launch of the new tax division. The firm's owners are open to flexible arrangements for this new division and are genuinely committed to executing their vision effectively.

Core Values:

  • Proactively accomplish objectives.
  • Continuously strive for personal and professional growth.
  • Act with humility, kindness, and authenticity.
  • Exceed expectations consistently.
  • Establish enduring trusted advisor relationships.
Mission Statement: To deliver exceptional recruiting, selection, and career advisory services, playing a pivotal role in enabling professionals and organizations to achieve their fullest potential.