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Tax & Estate Planning Professional

Coralville/Iowa City, Iowa | On-Site

Confidential Opportunity

A respected, relationship-driven private wealth practice is confidentially exploring relationships with experienced tax professionals, CPAs, and estate planning attorneys interested in building or expanding an independent professional practice.

This is not a traditional employment opportunity. This is an opportunity to build the practice you've always wanted.

Instead, it's an opportunity to continue growing your own practice while leveraging an established infrastructure, referral network, collaborative environment, and long-term client relationships.

For professionals who have considered going out on their own—but didn't want to build every piece of the business from scratch—this may be a conversation worth having.

Why This Opportunity Is Different

This model is designed for experienced professionals who value independence while recognizing the advantages of collaboration. Rather than choosing between corporate bureaucracy or complete independence, this opportunity offers a unique middle ground.

Professionals have the opportunity to:

• Continue operating under their own business entity.
• Maintain ownership of their existing client relationships.
• Leverage an established office environment and administrative infrastructure.
• Benefit from technology, compliance support, and professional office resources.
• Receive referrals from an established private wealth practice.
• Participate in collaborative planning with experienced wealth advisors.
• Explore revenue-sharing opportunities when appropriate.
• Focus on serving clients rather than building operational infrastructure.

Who Thrives in This Environment

This opportunity is designed for professionals who:

• Have an entrepreneurial mindset but don't necessarily want to build everything alone.
• Value relationships as much as technical expertise.
• Want to be recognized as a trusted advisor—not simply a technical resource.
• Enjoy collaborating with other professionals for the benefit of clients.
• Appreciate flexibility, autonomy, and long-term practice ownership.
• Believe clients deserve coordinated advice across tax, estate, and wealth planning.
• Are looking for a practice model that aligns with their personal values.

Ideal Backgrounds

Professionals may include:

• CPA with estate and trust planning experience
• Estate Planning Attorney
• Tax Attorney
• Trust & Estate Specialist
• Senior Tax Manager or Director
• Mid-level Partner
• Boutique Firm Owner
• Experienced professionals evaluating partnership or succession opportunities

Typically:

• 10+ years of experience
• Strong professional reputation
• Established client relationships
• Interest in growing an advisory-oriented practice

Why Professionals Explore Opportunities Like This

Many experienced professionals begin considering a different path when they experience:

• Private equity ownership changing firm culture
• Increasing administrative responsibilities
• Partnership uncertainty
• Bureaucracy limiting flexibility
• Burnout
• Reduced client interaction
• Lack of succession planning
• A desire to build something more meaningful
• Greater control over the future of their practice

What This Opportunity Is Not

To avoid misconceptions, it's important to understand what this opportunity is not:

• Not an employee position.
• Not a commission-only arrangement.
• Not giving up ownership of your clients.
• Not joining another large accounting or law firm.
• Not starting a practice completely from scratch.
• Not expected to bring a fully developed book of business on day one.

Is This Conversation Right for You?

You may find this worth exploring if you've ever thought:

• "I'd love more independence, but I don't want to build all the infrastructure myself."
• "I'd rather spend my time advising clients than managing office operations."
• "I've considered starting my own practice, but the risk has always held me back."
• "I'd enjoy collaborating more closely with financial advisors for the benefit of my clients."
• "I want to control the future of my practice."

Let's Start with a Conversation

If any of this resonates, we'd welcome the opportunity for a confidential conversation. There is no expectation that you're actively looking for a change. Sometimes the best professional opportunities begin with a conversation rather than a job posting.