Services

Opportunities for Partners

Firm Seeking Partner

Firm Seeking Partner • New York City

Tax Partner, Principal or Director - Special Role - Up to mid six figures

The Company 

A Top 50 CPA firm with significant operations in the metro New York area and other geographies.

An enviable growth and client, staff retention record.

Highly progressive approach including compensation, fringe benefits, marketing, technology, human resources and more.

 

The Opportunity 

A very senior tax partner will be retiring in the next 9-18 months. This person handles an extremely robust and complex book of business that needs to be transitioned as soon as possible.

 

Qualifications Sought

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Firm Seeking Partner • New York City

NYC - Director of Audit, Fast Growing Small Firm

This is an exceptional opportunity as this firm has had strong organic growth as well as from strategic merge in’s.

In addition they have a strong tax department and several other specialty areas. The founder and leader is quite dynamic and progressive.

The ideal candidate  is a CPA with 10+ years  strong audit, review and compilation  background from a small or mid size firm  

An ideal opportunity for a fast track Partner, Principal , Director or Senior Manager who is ready to step up to a lead role

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Firm Seeking Partner • Long Island

Long Island Tax Opportunity - Tax Partner in Charge

This would be an excellent opportunity for a fast track Tax Principal, Director or Senior Manager.

The company:

A 30 person public accounting firm based in Western Suffolk County.
The firm is long established, well regarded and  highly profitable .
The managing partner is dynamic and a strategic thinking  leader

The opportunity:

Become the near term Partner in Charge of Tax as the incumbent is looking to step down in the next year.
There are several professionals dedicated to the tax area and most of the A&A professionals handle aspects of tax compliance.
This could definitely be the ideal candidate’s last stop in a collegial environment and in a role with high job satisfaction and significant compensation upside.

Requirements:

10-15+ years of accomplished middle market entity and individual tax experience
Above average technical ability
Ability to be the tax face of the firm, lead and motivate staff
CPA and preferably  an MS or JD/LLM

A generous compensation package will be created for the right person.  A book of business is not required.  

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Firm Seeking Partner • New York City

$3.5 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 Director - Investment 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

Audit Partner - New York, Financial Services

A true attest expert with expertise in hedge funds, private equity and broker dealers.

 Will bring some business, has solid QC orientation and active in business development efforts as well.

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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

Tax Manager - Entity and High Net Worth

Seeking out of Big 4 for more diversity.

CPA and Masters in Accounting. 

Very personable and quite smart.

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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

Tax/Accounting Principal with Business

Tax/Accounting Principal 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 Small 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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Partner Seeking Firm • New York City

Audit Partner - New York, Financial Services

A true attest expert with expertise in hedge funds, private equity and broker dealers.

 Will bring some business, has solid QC orientation and active in business development efforts as well.

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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 - High Net WorthNYC

  • Business ManagementNYC

  • Tax - Large Local FirmNYC

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