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Opportunities for Partners

Firm Seeking Partner

Firm Seeking Partner • New York City

$1.2 Million Firm Seeking Successor

Boutique one partner firm grossing around $850k in midtown New York City is seeking a medium to long term successor. The founder has at least 5 more years before slowing down or retiring, but does not have an internal candidate for that role. The ideal candidate will have 10+ years of diverse tax experience, a stable job history and clear cut partner attributes as evidenced by active new business and networking activities and some successes.

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Firm Seeking Partner • Long Island

Office Managing Partner - Long Island

This is a perfect opportunity for a fast track Long Island partner who has superior skills in leadership, business development, staff motivation and recruiting. The firm is well known and highly successful.

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Firm Seeking Partner • Long Island

Future Managing Partner

Long Island firm seeks a partner or near partner to take the reins of a strong $2+ million firm. Long time staff including many CPAs. Excellent opportunity.

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Firm Seeking Partner • New York City

Tax Partner and Technical Practice Leader

Fast growing mid-size firm is seeking a highly talented tax partner with strong middle market entity and individual experience. Planning, strategy, research and client engagement skills.

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Firm Seeking Partner • New York City

Firm Seeking Partner and Practice Leader, Trust and Estates

Firm seeking Partner and Practice Leader, Trust and Estates. This is a $25+ million firm with a very robust trust and estate tax practice including two partners and several staff. The lead partner will be retiring in the next 12 to 18 months and they do not have an internal successor. The ideal candidate is a CPA with some advanced credentials and the full range of trusts and estates from a research, planning and compliance point of view. They would also be someone who could also be the face of the firm in the areas of writing articles, speaking at conferences and similar.

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Firm Seeking Partner • New York City

Tax Practice Leader - Investment Advisory Firm

The Tax and Accounting Services Group of this highly successful firm is seeking a Tax Partner, Director or Principal.

A few facts:  

The ideal candidate will be a CPA  (and likely with an advanced tax degree ) with 15+ years tax and accounting experience. Tax experience will include ultra high net worth individuals and partnerships plus some estate/trust and international.

Proven supervisory,  leadership and business development skills are required.  Strong preference for some book of business.

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Firm Seeking Partner • Long Island

Partner and Successor - Long Island

Two partner Nassau County CPA firm grossing around $1.4 million is seeking a junior partner to support the existing team.  The founder will be slowing down over the next several years and they need a “next generation” partner to support the existing successor firm leader.  Very nice people and excellent work environment. Strong benefit package. 

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Partner Seeking Firm

Partner Seeking Firm • New York City

Director Business Management

This individual has excellent operational, hands on and leadership capabilities for a firm seeking to grow or start a business management unit. They have strong interpersonal skills and corporate presence.

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Partner Seeking Firm • New York City

Audit Partner with Very Strong QC

Audit Partner with diverse industry experience and very strong QC experience as well. Great for a small or mid sized firm seeking either or both skill sets.

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Partner Seeking Firm • New York City

Partner Seeking Small Firm

Tax Director/Principal in a NYC $3M firm. Strong tax (entity and individual) and financial statement experience. They have around a $225K book of business, have no contractual obligations and are seeking a small firm with entrepreneurial / succession driven opportunity.

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Partner Seeking Firm • New York City

Director, Quality Control, Regional Firm

CPA with 15 years experience and is technical, resourceful and personable. A great addition for any firm looking to enhance their QC function and/or needs a future QC leader.

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Partner Seeking Firm • New York City

CPA, Own Practice, Seeking to Merge

Perfect opportunity for a small firm needing a next generation partner or successor. 

This firm is comprised of one partner in his early 30's with some full and part time staff, including one CPA. It is predominately a tax practice with a few reviews and compilations.  

Their clients are generally smaller businesses, but there are some in the $25-$40 million sales range. They are seeking to merge up to further growth efforts.   

The founder is very personable, professional and easy to get along with. I am confident that he will be realistic and reasonable in negotiating a deal. 

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Partner Seeking Firm • New York City

Manager With Business

Manager with business, successor candidate. Senior manager with some business. This person is a CPA with solid experience in individual and entity taxation plus audits, reviews and compilations.  He is seeking an opportunity to be the long term successor to a founder or a future senior partner in a small multi- partner firm. Great image and  personality.

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Partner Seeking Firm • New York City

Partner Specialized NYC Firm

Ideal partner candidate for the growth and succession needs of many small, mid sized firms. Here’s why: Mid 40’s; Strong entity and individual tax skills; Solid audit, review and compilation abilities; A comfortable and competent client handler, planner etc.; Stable job history.

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Firm Seeking Buyer • Long Island

$1.5 Million Long Island Firm

Diverse 2 partner $1.6 million mid Nassau County firm is seeking to merge. The majority shareholder is looking to work another 3-5 years and then transition out.

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More opportunities for Partners

Robert Fligel

Let’s Connect

For a no-obligation consultation with absolute confidentiality. Isn’t it time we talked?

212-490-9700

rfligel@rf-resources.com

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Recent Partner Moves

Here is a sample of our recent partner searches. Average new compensation was around $400k

  • Tax and Audit SuccessorNYC

  • Business ManagementNYC

  • Tax - Large Local FirmNYC

More