Business Development Director- Private Client Services (Tax)

EisnerAmper; Melville; On-site; CAD 249,000 - 387,000; Full time

Job summary

EisnerAmper is seeking a seasoned Business Development Executive for Private Client Services (PCS) to originate high‑net‑worth client relationships on a national basis. The role focuses on complex tax planning, trusts & estates, family office services, and outsourced accounting for UHNW clients.

The successful candidate will leverage an extensive private wealth network to drive PCS growth across strategic markets, collaborating with wealth managers, RIAs, and law firms, and leading national

Qualifications

• 15+ years of senior-level business development or advisory experience.
• Deep, active national network across high-net-worth advisors and professional services ecosystems.
• Proven track record of originating significant PCS or private wealth advisory engagements.
• Executive presence and credibility with HNW/UHNW families, principals, and advisors.
• Strong pursuit leadership, communication, and commercial negotiation skills.

Responsibilities

• Drive the acquisition of new PCS clients nationally.
• Achieve a new business target of $1.2 million annually, from new client engagements.
• Build and expand national relationships with private banks and wealth management institutions.
• Serve as a senior ambassador for the PCS practice within the national HNW and advisor ecosystem.
• Identify PCS needs among principals and owners of existing corporate relationships.
• Develop cross-referral pathways from corporate engagements into PCS services.
• Collaborate with PCS leaders and family office professionals to scope engagements.
• Lead client meetings, pitches, pricing discussions, and engagement negotiations.
• Provide market insight, competitive intelligence, and strategic recommendations to PCS and BD leadership.
• Maintain disciplined pipeline management, forecasting, and CRM documentation.
• Partner with National Head of BD and Head of PCS for alignment and go-to-market execution.
• Mentor PCS partners on market dynamics and relationship development best practices.

Skills

Senior BD experience

National network

Executive presence

Negotiation skills

Market strategy

Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

The Business Development Executive– Private Client Services (PCS) is a senior, market‑facing executive responsible for originating new high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) client relationships on a national basis across the firm’s Private Client Services offerings. This includes complex tax planning and compliance, trusts & estates, family office services, outsourced accounting, and advisory solutions tailored to high‑net‑worth individuals, families, and their closely held entities.

This role operates nationally, with accountability for driving PCS growth across the firm’s most strategically important private wealth markets and advisor channels. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.

The position is intended for a proven senior rainmaker with an extensive private wealth network and the ability to credibly engage with HNW individuals, family offices, and their advisors nationwide.

Key Responsibilities:

• Drive the acquisition of new PCS clients nationally

• Achieve a new business target of $1.2 million annually , sourced from qualified new client engagements.

• Build and expand national relationships private banks and wealth management institutions Independent RIAs and multi‑family offices

• Serve as a senior ambassador for the firm’s PCS practice within the national HNW and advisor ecosystem.

• Identify PCS needs among principals and owners of existing corporate client relationships (e.g., law firms, financial services firms, family‑owned businesses).

• Develop structured cross‑referral pathways from corporate engagements into PCS services in partnership with Industry and Service Line leaders.

• Collaborate with PCS technical leaders, estate planning professionals, and family office specialists to scope, propose, and structure engagements.

• Lead client meetings, pitch presentations, pricing discussions, and negotiation of engagement terms.

• Provide market insight, competitive intelligence, and strategic recommendations to PCS and BD leadership.

• Maintain disciplined pipeline management, forecasting, and CRM documentation.

• Partner closely with the National Head of Business Development and Head of PCS to ensure national alignment and coordinated go‑to‑market execution.

• Mentor PCS partners and professionals on market dynamics, COI strategy, and private wealth relationship development best practices.

Basic Qualifications:

• 15 + years of senior‑level business development or advisory experience

• Deep, active national network across high‑net‑worth advisors, COIs, and professional services ecosystems.

• Proven track record of originating significant PCS or private wealth advisory engagements, ideally supporting annual pipelines of $3–10M+.

• Executive presence and credibility with HNW/UHNW families, principals, and advisors.

• Ability to collaborate effectively with technical subject matter experts and translate complex client needs into actionable solutions.

• Strong pursuit leadership, communication, and commercial negotiation skills.

• High level of professionalism, discretion, and ability to manage sensitive client matters.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.

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Preferred Location:

New York