PCS Tax Director

Talnt; New York (NY); On-site; USD 225,000 - 250,000; Full time

Job summary

Talnt is seeking a Private Client Services Tax Director to lead relationships with high-net-worth clients and shape complex tax and wealth planning. You’ll oversee individual, fiduciary, trust, estate, and family business work, collaborating with attorneys and wealth advisors.

You’ll mentor managers and seniors, own engagement scope and pricing, and expand client relationships to grow the practice while delivering practical, proactive tax advice.

Qualifications

• 10+ years of progressive public accounting tax experience with private client leadership.
• CPA required; MST, JD, or LLM preferred.
• Experience advising high-net-worth clients on estate, gift, and fiduciary taxes.
• Strong leadership, client communication, and business development skills.

Responsibilities

• Lead sophisticated private client relationships and complex tax planning.
• Oversee compliance for individuals, fiduciaries, trusts, and estates.
• Collaborate with attorneys and wealth professionals.
• Mentor managers and seniors and manage engagement scope and pricing.
• Grow the practice through referrals and new client development.

Skills

Leadership

Client relationships

Business development

Mentoring

Pricing engagement

Education

CPA credential

MST/JD/LLM preferred

Job description

Ready to do more than oversee compliance?

As a Private Client Services Tax Director, you'll lead relationships with high-net-worth and ultra-high-net-worth individuals and families, shape complex tax and wealth planning, and help grow the practice. Your work will span closely held businesses, investments, trusts, estates, real estate, and multigenerational wealth. You'll have room to make an impact across the full client relationship, not just the annual return.

Compensation: $225,000–$250,000 base salary + bonus/incentive compensation, depending on experience, market, client relationships, and business development experience.

What You'll Own

• Lead sophisticated private client relationships and turn complex tax issues into clear, practical advice
• Drive year-round income tax, wealth transfer, trust, estate, gift, and family business planning
• Oversee complex individual, fiduciary, partnership, and related compliance work
• Collaborate with attorneys, wealth advisors, investment professionals, bankers, and other outside advisors
• Mentor Managers and Seniors while leading teams accountable for excellent client service and quality
• Own engagement scope, pricing, staffing, and profitability
• Expand client relationships, develop referral sources, and work with Partners to grow the practice

What You Bring

• 10+ years of progressive public accounting tax experience, with private client leadership at the Director, Senior Manager, Principal, or equivalent level
• CPA credentials; an MST, JD, or LLM is a plus
• Deep experience advising high-net-worth and ultra-high-net-worth clients on individual, fiduciary, estate, and gift tax matters
• The judgment to lead complex planning and client relationships, not just review compliance work
• A record of developing teams and communicating confidently with clients and their advisors
• Business development experience and referral relationships are highly valued

Why Take the Call?

If you've mastered the technical work and want greater ownership of client relationships and practice growth, this role gives you a path to build toward Partner-level responsibility. You'll work directly with Partners, lead meaningful planning, and help shape what comes next for the Private Client Services practice.