High Net Worth Partner/Director, Private Client Group

A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced High-Net-Worth Tax Partner/Director, Private Client Group to join their teams. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates.

A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced High-Net-Worth Tax Partner/Director, Private Client Group to join their teams. This is a hybrid position is in New York City.
TheHigh-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth.

RESPONSIBILITIES:

• Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.
• Deep technical skills around individual and trust tax law.
• Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.
• Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.
• Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.
• Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources.
• Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning.
• Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions.

QUALIFICATIONS:

Education:

• Bachelor's degree in Accounting, Taxation, or related field.
• CPA preferred.

Experience:

• 12+ years of experience specializing in HNW tax advisory, with leadership experience.
• Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies.
• Strong business development skills with a track record of growing and managing a book of business.
• Exceptional client relationship management and communication skills.

Compensation:

• Competitive annual salary in the range of $200, 000 to $500, 000+, based on individual's experience level.