Director - Private Client Group

Madison-Davis, LLC; New York (NY); Hybrid; USD 230,000 - 310,000; Full time

Job summary

Madison-Davis, LLC is seeking a Tax Director to lead our Private Client practice in a client-facing, senior role based in New York, NY with a hybrid schedule. You will oversee sophisticated tax engagements for high-net-worth individuals and families, working closely with attorneys, wealth managers, and family offices to deliver strategic planning and compliance.

You will mentor Senior Managers and staff, guide complex planning across trusts, estates, partnerships, and individuals, and stay ahead

Qualifications

• Public accounting background with progressive tax experience.
• Experience advising high-net-worth individuals and families.
• Knowledge of individual, trust, estate, and partnership taxation.
• Experience managing complex tax engagements and client relationships.
• Strong knowledge of federal and state tax regulations.
• Ability to lead and develop staff.
• CPA/EA or Law license preferred.
• Bachelor's degree in Accounting, Finance, or related field.

Responsibilities

• Serve as a trusted tax advisor to high-net-worth individuals and families.
• Lead complex tax engagements from planning through execution.
• Review sophisticated individual, fiduciary, partnership, and pass-through tax returns.
• Develop tax planning strategies across individual, trust, estate, and business matters.
• Partner with attorneys, wealth managers, and family office professionals on complex client needs.
• Advise clients on changes in tax legislation and their potential impact.
• Build and deepen long-term client relationships.
• Support Partners in identifying opportunities to expand client services.
• Lead, mentor, and develop Managers and Senior Managers.
• Provide technical guidance, coaching, and performance feedback.
• Contribute to training, process improvement, and practice development initiatives.

Skills

Executive leadership

Client relationship management

Tax planning

Public accounting

Team mentorship

Education

Bachelor's degree in Accounting, Finance, or a related field

CPA/EA or Law license preferred

Job description

Title: Director Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid: locations in NYC, Long Island, NY, Palm Beach & Boca, FL)

ABOUT THE ROLE

A leading public accounting and advisory firm is seeking a Tax Director to join its Private Client practice. This is a senior, client-facing leadership opportunity supporting high-net-worth individuals, families, trusts, estates, and closely held businesses with complex tax planning, compliance, and advisory needs. The ideal candidate will combine strong technical expertise with exceptional client relationship and leadership skills. This individual will oversee sophisticated tax engagements, work closely with clients and their external advisors, mentor senior tax professionals, and contribute to the continued growth and development of the private client practice. The position is based in New York, NY with a hybrid schedule.

RESPONSIBILITIES

• Serve as a trusted tax advisor to high-net-worth individuals, families, and closely held entities
• Lead complex tax engagements from planning through execution
• Review sophisticated individual, fiduciary, partnership, and pass-through tax returns
• Develop tax planning strategies across individual, trust, estate, and business matters
• Partner with attorneys, wealth managers, and family office professionals on complex client needs
• Advise clients on changes in tax legislation and their potential impact
• Build and deepen long-term client relationships
• Support Partners in identifying opportunities to expand client services
• Lead, mentor, and develop Managers and Senior Managers
• Provide technical guidance, coaching, and performance feedback
• Contribute to training, process improvement, and practice development initiatives

QUALIFICATIONS

• Significant progressive tax experience in public accounting
• Strong experience advising high-net-worth individuals and families
• Deep knowledge of individual, trust, estate, and partnership taxation
• Experience managing complex tax engagements and client relationships
• Strong technical knowledge of federal and state tax regulations
• Proven ability to provide sophisticated tax planning and advisory services
• Experience working with attorneys, wealth managers, and family office professionals
• Demonstrated leadership and team development experience
• Excellent communication and client relationship management skills
• Ability to manage multiple complex engagements and priorities
• CPA, EA, or Law License preferred
• Bachelor's degree in Accounting, Finance, or a related field