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High Net Worth Partner/Director, Private Client Group

Phaxis

New York, NY

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JOB DETAILS
SALARY
$200,000
SKILLS
Accounting Certifications, Business Development, Business Growth, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Federal Laws and Regulations, Fiduciary, High Net Worth, Industry/Trade Analysis, Investment Services, Leadership, Maintain Compliance, Public Accounting, Risk Management, State Laws and Regulations, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Team Lead/Manager, Time Management, Trust Law, Vehicle Driving, Wealth Management
LOCATION
New York, NY
POSTED
30+ days ago
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.

About the Company

P

Phaxis

We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2002
WEBSITE
https://phaxis.com/

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