SENIOR TAX TALENT ADVISORY

Advising CPA firms on senior tax talent

Discreet, principal-led advisory for private client tax continuity & succession.

mb executive advises CPA firms on senior-level tax talent in private client and HNW practices. Engagements are typically driven by partner succession, concentrated client relationships, or the need to strengthen leadership benches in complex, advisory-led tax environments.

Engagements are selective and typically limited to a small number of firms each year.

Who We Advise

National & regional CPA firms with established PCS / private client practices
Independent, partner-led firm serving HNW & UHNW families
Select advisory practices with meaningful in-house private client tax capabilities

Where We Focus

Complex, relationship-driven environments
Private client and advisory-led tax practices
HNW & UHNW individuals
Trusts, estates and family structures
Owners of pass-through and closely held businesses
Cross-border & globally mobile families

Services

Discreet executive search from Manager through Partner
Succession and leadership planning for private client tax practices
Market mapping of senior PCS / HNW tax talent
Targeted, confidential outreach and assessment

Mandates typically include

Strategic leadership roles from Manager through Director and Principal
Market-facing Practice leaders and identified Next-Generation Partner candidates
High-impact Technical Specialists for complex, relationship-driven tax environments

Confidential Inquiry

To discuss a specific mandate or succession strategy, please reach out directly

Michael S. Biek

Principal

mbiek@mbexecutive.com

(516) 760.8863

New York, NY