Responsibilities include but are not limited to: Work closely with current Connecticut leadership to learn the office, client base, team, and business while preparing for future leadership responsibility Build strong relationships with employees and clients to support a smooth, thoughtful leadership and client transition Maintain and grow a significant book of business while serving as a trusted advisor to clients Review complex multi-state business and individual tax returns and provide guidance and feedback to staff Provide proactive, year-round tax planning and strategic advisory services Research and consult on complex federal, state, and local tax matters Identify additional planning and service opportunities based on clients' business and personal needs Provide leadership, coaching, and development to professionals within the Connecticut office Oversee staff workflow, client assignments, and engagement execution Participate in recruiting, developing, mentoring, and retaining high-performing team members Develop relationships with existing clients, prospective clients, referral sources, and members of the local business community Participate in business development and networking efforts to support continued growth of the Connecticut practice Identify opportunities to connect clients with additional BGM services and expertise Partner with BGM corporate leadership and shared service teams to ensure the Connecticut office remains connected and aligned with firmwide strategies and initiatives Take on increasing responsibility for office leadership, operations, staffing, client relationships, and business performance throughout the leadership transition Ultimately serve as the senior leader and primary point of contact for the Connecticut office, with responsibility for the staff, clients, business, and overall success of the location. Required Qualifications and Skills: Bachelor's degree in Accounting or related field 10+ years of progressive public accounting experience with an emphasis on complex business and individual taxation CPA designation strongly preferred Significant experience managing client relationships and a book of business Strong tax planning, strategy, research, and technical skills Experience leading, coaching, and developing professional staff Strong client service skills and the ability to develop trusted, long-term relationships Interest and demonstrated potential in business development, networking, and growing client relationships Strong business judgment and the ability to balance client service, people leadership, and competing priorities Ability to operate independently while also valuing collaboration, mentorship, and partnership with other leaders Strong organizational and communication skills Desire and ability to grow into broader practice and office leadership responsibilities.