Not every great accountant wants Big 4 hours or politics. I partner with small and mid-sized CPA firms that offer serious client work without burning out their teams. I place Tax Directors, Audit Partners, and senior leaders who want meaningful responsibility, direct client contact, and a sane approach to busy season.
How I help CPA firms
- Focus on firms where partners care about work-life balance, mentorship, and realistic hours, not just leverage and billable targets.
- Position your firm as the alternative to Big 4/Top 10 for senior talent who still want complex work and a path to partnership.
- Run targeted searches inside public accounting so you see candidates who actually understand busy season, review responsibilities, and client-service expectations.
Roles we fill
- Tax Director, Senior Tax Manager, and Tax Partner for closely held businesses and HNW clients.
- Audit Partner and Senior Audit Manager for privately held and middle‑market clients.
- Office Managing Partner, Practice Leader (industry or service line), and key successor roles.
Where we focus
- CPA firms typically under 200 employees that serve owner‑managed businesses, families, and middle‑market clients.
- Firms that differentiate on culture—reasonable hours, flexibility, and a genuine team environment—while still maintaining high technical standards.
Hiring a Tax Director, Audit Partner, or emerging leader for a small or mid-sized CPA firm?
Share the role and I’ll tell you in 24 hours if it’s in my strike zone and what senior talent is actually looking for right now.”