Below is just a sample of the tax professionals in the US that we are currently helping on their Firm growth trajectory.
We go deep in our discussions to make sure we make the right matches.
Tax Professionals We're Working With
Current/Target Level
Tax Director/Director, Snr Director or above
Education
CPA
Industry
Public accounting - PE, Venture Capital and investments
Experience
27 years of progressive tax experience; Partnerships, individuals, and Trusts. The last 5 years in Top 20 accounting and business consulting firms. Currently in the National Tax Office, Partnership Group responsible for partnership transaction review, analysis and consultation. Led implementation, and annual updates of new partnership tax compliance templates. Has completed complex tax research, managed tax estimates for large complex trusts and tax compliance for investment partnerships.
Target Base Salary
$250,000
Location
Minnesota – preference for remote or hybrid
Current/Target Level
Tax Manager/Experienced Tax Manager
Education
EA, MST (CPA candidate)
Industry
Public accounting - S Corps, C Corps, Individuals
Experience
10 years of progressive tax experience. 75% Flow-through returns (advanced level review and prep) and 25% Personal Tax (HNW individuals, including direct advisory, return prep & review). Highly advanced Microsoft Excel skills, including VBA macros. Created firm-wide Excel templates saving thousands of hours wasted on preparation & review, while standardizing tax workpapers and return review elements.
Target Base Salary
$145,000
Location
Canyon Lake, CA – preference for remote
Current/Target Level
Tax Director/Director, Principal or above
Education
CPA
Industry
Public Accounting - Specialized in service based industries
Experience
25 years working with business owners across the US as a strategic business and tax consulting professional. Bought a firm in 2011 (sold in 2021) and grew it to $1 million in revenue with a remote team of 5. Served her client base as CFO, accountant, and tax prepper/advisor.
Target Base Salary
$250,000
Location
Jacksonville, FL – preference for remote, open to travel
Current/Target Level
Tax Director/Director level or above
Education
CPA, MBA
Industry
Public Accounting and Industry experience in Financial Services
Experience
20+ years of progressive tax experience. The last 7 years at the same corporation as VP Tax managing tax compliance (preparation and filing of 900+ consolidated federal, state and local), review of monthly provision calculations, review partnership returns. Previously, 12 years at Big 4 in NY.
Target Base Salary
$175,000
Location
Saint Johns, FL – preference for remote or hybrid
If we didn’t highlight your dream tax pro this time around, reach out, and let’s discuss your wishlist!