What are the responsibilities and job description for the Tax Partner position at Legacy Search Advisors?
🔥 This DOES NOT hit the market often… 🔥
Tax Partner - Direct Admit
$Market - $190-225K Base Profit Sharing
Eastern Shore of Maryland Area (Accessible from Gambrills, Annapolis & Other Areas over the Bridge)
A Tax Partner seat.
✅ Instant equity possible
✅ Built-in book of business
✅ Smooth transition from a retiring Partner
Let me say that again — you’re not “building from scratch”…
You’re walking into revenue, relationships, and credibility on day one.
💼 The Opportunity
A highly respected tax practice on the Eastern Shore is facing a succession moment… and they’re handing the keys to the right person.
- Take over an established client base
- Get a FULL YEAR side-by-side with the outgoing Partner
- Leverage the backing of a larger DC-area CPA firm (resources, brand, support)
This is the rare combo of:
👉 Boutique feel Big Firm resources
👉 Autonomy Infrastructure
👉 Stability Upside
🌊 Why People Are Making the Move
Let’s be real for a second…
More and more Tax Pros are asking:
“Is the big-city grind really worth it long-term?”
✔ Lower cost of living
✔ Family-friendly lifestyle
✔ ~1 hour to Delaware & Maryland beaches
✔ Less competition, more opportunity
On the Shore, you’re not just another name on the partner roster…
👉 You’re a big fish in a growing, high-demand market.
🎯 Who This Fits Perfectly
- Strong in Pass-Through Individual Tax
- Experience in planning & review
- Bonus points for Estate & Trust exposure
💡 Ideal for:
A Senior Manager / Director who’s been told “you’re next in line”…
…but that line keeps getting longer.
🚨 Bottom Line
These opportunities don’t sit.
They don’t circulate.
And they rarely make it this far publicly.
📩 If you’ve ever thought about stepping into true ownership lifestyle change, let’s talk.
Or share with a friend or family member who needs to see this before it’s gone.
Salary : $190,000 - $225,000