Partner

WFFA Advisors•Floral Park, NY

7d•Hybrid

About The Position

WFFA Advisors is a full-service tax and accounting firm serving high net worth individuals, closely held businesses, real estate sponsors and operators, trusts, estates, and private foundations. WFFA is a member firm of Windsor Path, a family office-backed platform partnering with established accounting and advisory firms across the country. WFFA is known for the hands-on involvement of its partners. Clients work directly with the partner responsible for their account, and partners stay close to the technical work rather than operating purely in an oversight capacity. That dynamic is central to how the firm has built trust over decades, and it is central to this role. This is a newly created Partner seat at WFFA with a clear runway to take on a meaningful book of business, lead client engagements end to end, and grow into expanded responsibility within the firm over time. The role is positioned for a partner level professional who wants to be a true relationship owner, work directly with clients, and play a real part in shaping the next chapter of the firm.

Requirements

CPA license required
10 or more years of progressive experience in public accounting
Deep technical experience with closely held business taxation and real estate
Comfortable as a true generalist, with strong fundamentals across tax compliance, accounting, and client advisory
A hands-on operator who is comfortable being in the work, not just over it
Track record of building and holding client trust as a primary relationship owner
Interest in growing a book through cross sell and, for those pursuing equity, new business development
Alignment with a firm culture that values direct client relationships, responsiveness, and partner level ownership
Applicants must be authorized to work for any employer in the U.S.

Responsibilities

Full day to day responsibility for client service on assigned engagements, including scoping, technical review, deliverables, billing, and client communication
Direct relationship ownership across a portfolio of high-net-worth individuals, closely held businesses, real estate clients, trusts, estates, and private foundations
Identification and execution of cross sell and advisory expansion opportunities within the portfolio
Leadership of the engagement teams supporting your work, including review, coaching, and performance feedback
Participation in staff reviews and team development
Optional business development activity, which is the primary lever toward equity partnership