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TAX PARTNER SEARCH · CANADA-WIDE
Tax Partner Recruiter.
Build your tax practice.
Confidential Tax Partner recruitment for CPA firms planning succession, developing a specialty or adding leadership. Northbound supports searches across Canada, shaped around your clients and the work your practice needs to deliver.
DEFINE THE TECHNICAL NEED
“Tax Partner” covers different practices.
A strong search brief specifies the tax work, the client base and the leadership responsibility. The right person to succeed an owner-managed business specialist may be different from the leader needed to develop an international tax offering.
Private clients & owner-managed businesses
Clarify the mix of corporate and personal tax, reorganizations, estate and succession work, trusts and high-net-worth clients. Identify whether the incoming Partner will inherit relationships, provide technical review or develop the portfolio.
Corporate & specialist tax
Define the industries, transaction exposure and complexity of the practice. Distinguish an advisory leadership appointment from one centred on compliance delivery, technical review and building the tax team.
International & cross-border tax
Specify the jurisdictions and client needs. International tax and cross-border advisory work require specific jurisdictional experience; a broad international title alone does not establish fit.
SUCCESSION OR GROWTH?
Set the expectations before the search.
Transitioning an existing portfolio
Share which clients and responsibilities would move from current Partners, the proposed handover and the capacity of the team. Discuss the successor’s role in technical decisions, client advice and developing future leaders.
Building a practice
Explain the opportunity to grow: a defined service line, client demand, referral relationships or a market you want to develop. Establish the resources, autonomy and business development expectations attached to the role.
Considering a portable book
A current revenue portfolio is context, not a guarantee of clients transferring. Discuss relationship ownership, client choice, service mix, concentration, conflicts and transition timing. Any restrictions or obligations need appropriate professional review.
Read our approach to Partner books of business →
Considering a first Partner appointment
A Director, Principal or Senior Manager may be relevant where the firm can support a step into partnership. Define the technical standard, client ownership and leadership readiness required, alongside a clear partnership route.
CANADA-WIDE TAX PARTNER SEARCH
Match the tax practice and the Canadian market.
Your province and office location
Start with the location of your Canadian practice, whether Toronto and the GTA, Calgary, Vancouver or another market. Define the tax experience and credentials the firm needs, along with working arrangements and client responsibilities.
Your clients and technical needs
Clarify the balance of private-client, corporate, international and cross-border tax work. Establish the relevant professional and practice requirements for the appointment, and discuss location preferences before introducing a potential leader.
OUR SEARCH PROCESS
Focused conversations. Confidential introductions.
01 · Understand the practice
Discuss the service mix, team, clients, partnership structure and reason for hiring. Agree what the incoming Partner must accomplish.
02 · Explore relevant leaders
Approach tax professionals whose experience matches the brief. Assess their interests, technical background and leadership responsibilities before introductions.
03 · Support the appointment
Coordinate interviews and discussions about compensation, partnership and transition, keeping both sides informed as they assess fit.
FOR TAX PARTNERS & FUTURE PARTNERS
What would make a move worthwhile?
Share your tax specialty, preferred location and the practice you want to build. Explain the clients and team you currently lead, whether your goal is a different platform, greater responsibility or a first Partner appointment. Where relevant, separate your current book from relationships that may realistically transfer.
Northbound coordinates introductions with your knowledge and interest. An initial conversation can explore your priorities before your identity is shared with a prospective firm.
BEFORE WE SPEAK
Prepare your Tax Partner search.
Do we need a book of business?
That depends on the appointment. Succession and technical leadership roles may involve an existing portfolio; growth roles may need new relationships. Clarify the requirement at the outset.
What should the firm share?
Your location, tax service lines, client mix, team, partnership route, compensation approach and timeline provide a useful starting brief.
Can the search begin confidentially?
Yes. We can discuss your needs before a position is advertised. Candidate introductions are coordinated with their knowledge and interest.
Discuss your next Tax Partner appointment.
Speak with Alvin Strachan at Northbound Recruitment about your firm’s technical, succession and growth priorities.
Start a Tax Partner Search →CPA Partner recruitment → | Audit & Assurance Partner recruitment →
Let’s discuss your hiring needs.
Discuss your firm’s next leadership appointment with our team. Our executive recruitment approach is shaped around your firm, succession plans and growth goals.
info@northboundrecruitment.com
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Let’s talk about your next move.
Email your résumé, preferred location and career goals to our team for a confidential conversation about leadership opportunities with CPA firms.
info@northboundrecruitment.com
Choose your email service to start a message to our team.