What are the responsibilities and job description for the Richmond Tax Partner position at CMB Staffing Solutions?
Our client is seeking an experienced Tax Partner to join its Private Client Services (PCS) practice in Richmond, Virginia. This is a high-impact leadership opportunity for a senior tax professional with a strong track record of serving high-net-worth individuals, closely held businesses, partnerships, executives, and family-owned enterprises.
The ideal candidate will bring a combination of deep technical tax expertise, strong client relationships, and demonstrated business development success. The Partner will play a key role in expanding the firm's Richmond market presence and growing its Private Client Services platform.
Key Responsibilities
- Lead and expand a portfolio of high-net-worth individuals, business owners, entrepreneurs, executives, families, and closely held businesses.
- Provide sophisticated tax planning, consulting, and compliance services across complex individual and business tax matters.
- Advise clients on tax-efficient business structures, transactions, estate and wealth planning considerations, and other strategic tax issues.
- Develop and maintain trusted relationships with high-value clients and serve as a senior-level advisor.
- Generate new business through an established network of clients, attorneys, wealth advisors, investment professionals, bankers, and other referral sources.
- Identify opportunities to expand existing client relationships across firm's broader tax, accounting, advisory, and consulting capabilities.
- Lead and mentor tax professionals while contributing to the development of the Richmond PCS team.
- Participate in market-facing activities, including networking, thought leadership, speaking engagements, and business development initiatives.
- Collaborate with Partners across the firm's Tax, Assurance, and Advisory practices to deliver integrated solutions to clients.
Ideal Candidate Profile
- 15 years of progressive public accounting/tax experience, with significant experience at the Partner or Director level.
- CPA required.
- Deep experience with Private Client Services, individual taxation, partnerships, S corporations, trusts, estates, and closely held businesses.
- Demonstrated ability to manage sophisticated and high-net-worth client relationships.
- Proven history of business development and revenue generation within the PCS/private client market.
- Strong network of referral sources and/or an established client following in the Richmond/Virginia market.