Managing Partner / CPA

Managing Partner — CPA & Tax Advisory Firm

Founding Leadership & Partnership Opportunity

Location: 1 Seneca Street, Buffalo, NYStarting Salary: Minimum $100,000 AnnuallyAdditional Compensation: Performance Bonus + Christmas Bonus + Potential Partnership/Profit ParticipationAvailability: ImmediatelyRelocation Assistance: Available for the Right Candidate

The Opportunity

We are seeking an experienced, entrepreneurial Certified Public Accountant (CPA) to help build and lead a premier boutique tax, accounting, and financial advisory firm in Buffalo, New York.

This is not a traditional accounting position. The successful candidate will have the opportunity to become a Managing Partner, participate in the firm’s long-term growth, and potentially receive partnership and economic participation.

The firm will primarily serve high-net-worth individuals, entrepreneurs, investors, family-owned businesses, and middle-market companies.

Our goal is to combine the flexibility and entrepreneurial culture of a boutique firm with the professionalism, governance, accountability, and standards of a major professional services organization.

Compensation & Benefits

Minimum $125,000 annual salary + Performance Bonus + Christmas Bonus

Additional opportunities may include:

• Profit participation;
• Partnership interest;
• Business-development and client-origination incentives;
• Long-term economic participation;
• Professional development; and
• Relocation assistance.

Compensation may be higher for an exceptional candidate based on experience, credentials, leadership, client relationships, and business-development history.

Responsibilities

The Managing Partner will help develop and lead the firm’s tax and accounting practice, including:

• Federal, state, and local tax planning;
• High-net-worth individual and business taxation;
• Corporate, partnership, LLC, and pass-through taxation;
• Tax compliance and return oversight;
• Financial statements and monthly reporting;
• Business and strategic financial advisory;
• M&A and transaction-related tax planning;
• Entity structuring and succession planning;
• Tax controversy and audit support;
• Internal accounting and financial controls;
• Client development and relationship management; and
• Recruitment, mentoring, and leadership of accounting professionals.

The Managing Partner will also help establish the firm’s professional standards, quality controls, governance, technology, and long-term strategy.

Qualifications

Candidates should have:

• Active CPA credentials and appropriate licensing/registration;
• Significant tax and accounting experience;
• Strong knowledge of federal and New York taxation;
• Strong leadership, analytical, and client-service skills;
• High ethical and professional standards; and
• An entrepreneurial interest in building a premier professional services firm.

A JD and/or LL.M. in Taxation is highly desirable.

Experience with a Big Four firm, major law firm, national/regional accounting firm, family office, private equity organization, or sophisticated tax practice is particularly attractive.

Partnership & Long-Term Opportunity

We are looking for more than an employee. We are seeking a professional capable of becoming one of the organization’s principal leaders.

Advancement and partnership opportunities will be based on merit, leadership, client service, business development, professional contribution, and value created rather than simply years of service.

The firm will emphasize collaboration, mentoring, integrity, accountability, merit-based advancement, strong governance, 360-degree professional evaluations, creative compensation, and partnership opportunities.

Broader Professional Services Vision

This firm will be part of a broader strategy to develop independently operated boutique professional services organizations focused on:

Law | Tax & Accounting Advisory | Investment, Private Equity, Hedge Fund, Investment Banking, M&A & Strategic Advisory

Each organization will maintain the professional and regulatory independence required for its activities while collaborating where legally and professionally permissible.

Apply

The position is available immediately.

Qualified candidates should provide a résumé, strong professional references, and information regarding relevant tax, accounting, advisory, leadership, and business-development experience.

All discussions will be treated confidentially.

Equal Opportunity Employer

Partnership, ownership, compensation, management responsibilities, and professional services will be structured in accordance with applicable laws, licensing requirements, professional standards, and independence requirements.

Pay: $125,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person