High-Net-Worth Tax Partner/Director – Private Client Group

Phaxis; Palm Beach Gardens (FL); On-site; USD 175,000 - 400,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

An established industry player is seeking a High-Net-Worth Tax Partner to lead their private client tax practice. This role involves delivering strategic tax planning and compliance services to high-net-worth individuals and families. The ideal candidate will possess deep expertise in complex tax matters, exceptional leadership skills, and a proven track record in business growth. Join a forward-thinking firm that values excellence and offers a collaborative environment, where you can make a significant impact on clients' financial well-being.

Qualifications

• 12+ years of experience in HNW tax advisory with leadership experience.
• Deep knowledge of federal and state tax laws and wealth transfer strategies.

Responsibilities

• Ensure timely and accurate tax compliance for individual and fiduciary filings.
• Develop relationships with clients and identify value-added services.

Skills

HNW tax advisory

business development

client relationship management

tax compliance

leadership

Education

Bachelor’s degree in Accounting

CPA

Job description

High-Net-Worth Tax Partner/Director – Private Client Group

High-Net-Worth Tax Partner/Director – Private Client Group

4 days ago Be among the first 25 applicants

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This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$175,000.00/yr - $400,000.00/yr

Direct message the job poster from Phaxis

A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are seeking an experienced High-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 $175,000 to $400,000+, based on individual’s experience level.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Other

• Industries

  Accounting and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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