A software company is searching for a Tax Partner/Principal who wants to retire from public accounting firm early, yet has another chapter in their professional life to accomplish. Our client is searching for a leader to run a company and take it to the next level within 3-5 years. The development of this tax software company has reached a stage where they need a CFO and/or CEO who has experience in raising money to build the sales and marketing team. Another option the Founder is considering is a merger with another tax related company with a proven sales team in place.

What is interesting about this tax centric company is it is a very established brand with a loyal client base. The CEO will retire in 3 years or less or as soon as the new C Suite Executive(s) are ready to lead the company through the next stages of development and growth. The current team is comprised of more than one dozen dedicated consultants who get the work done and a Founder who understands the benefits of bringing the right team forward to move to the next level of success.

The company advisory board is searching for one to three key professionals who understand the tax community and who are interested to put some skin in the game. However, this is not a game as it is a sincere interest to find the right people with the necessary skills and greatest integrity to sit at the table with the Founder and Advisory Board and guide the company through the next stages of success.

If you have reached a time in your professional life that you want to retire from public accounting, law firm or industry, and desire the opportunity to invest in an asset to build and retire on, you should send a private inquiry to our search firm representative.

Contact our retained executive search firm:
Kat@taxconnections.com or call 858.999.0053