PCS Tax Partner

Talnt; New York (NY); On-site; USD 350,000 - 450,000; Full time

Job summary

Talnt is seeking a Private Client Services Tax Partner to lead sophisticated client relationships and grow the PCS practice for high-net-worth individuals and families. You will advise on complex tax matters shaping businesses, investments, and wealth, and collaborate with attorneys, wealth advisors, and family offices.

You will own and expand key relationships, mentor senior staff, and drive practice growth through referrals and strategic cross‑selling, while contributing to platform strategy

Qualifications

• 12+ years of progressive public accounting or private client tax experience.
• Current Partner, Principal, Managing Director, Director, or equivalent senior leadership experience.
• CPA required; JD, LLM, or MST is highly valued.
• Deep experience advising high-net-worth and ultra-high-net-worth clients on complex tax matters.
• Strong knowledge of individual, fiduciary, partnership, and closely held business taxation.
• The judgment to turn complicated tax issues into practical advice clients can act on.
• A record of leading teams, building client relationships, and contributing to practice growth.
• Business development experience and a strong professional network.
• Portable business or transferable client relationships are highly valued.

Responsibilities

• Serve as a trusted tax advisor to high-net-worth and ultra-high-net-worth individuals, families, and business owners.
• Lead complex individual, fiduciary, partnership tax planning and compliance.
• Advise on closely held businesses, investments, trusts, estates, real estate, and multigenerational wealth.
• Guide clients through major transactions, liquidity events, succession decisions, and other pivotal moments.
• Work closely with attorneys, wealth advisors, family offices, investment professionals, and other advisors.
• Own and expand significant client relationships while identifying broader tax and advisory opportunities.
• Develop new business through referrals, centers of influence, and your professional network.
• Lead and mentor Directors, Managers, and other professionals.
• Collaborate with fellow Partners to strengthen the practice’s capabilities, client service, and market presence.

Skills

Tax advisory

Client relationship management

Team leadership

Business development

Strategic advisory

Education

CPA certificate

JD / LLM / MST preferred

Job description

Ready to do more than oversee complex returns?

A leading public accounting and advisory firm is looking for a Private Client Services Tax Partner to lead sophisticated client relationships and help grow its PCS practice. You'll advise high-net-worth and ultra-high-net-worth individuals and families on the tax decisions that shape their businesses, investments, and long-term wealth. This is a chance to bring your expertise and relationships to a broader advisory platform, work alongside experienced colleagues and outside advisors, and have a meaningful voice in where the practice goes next.

Compensation: $350,000-$450,000 in annual compensation, with additional upside based on experience, client relationships, business development, and overall practice contribution.

What You’ll Own

• Serve as a trusted tax advisor to high-net-worth and ultra-high-net-worth individuals, families, and business owners


• Lead complex individual, fiduciary, partnership, and related tax planning and compliance


• Advise on closely held businesses, investments, trusts, estates, real estate, and multigenerational wealth


• Guide clients through major transactions, liquidity events, succession decisions, and other pivotal moments


• Work closely with attorneys, wealth advisors, family offices, investment professionals, and other advisors


• Own and expand significant client relationships while identifying broader tax and advisory opportunities


• Develop new business through referrals, centers of influence, and your professional network


• Lead and mentor Directors, Managers, and other professionals


• Collaborate with fellow Partners to strengthen the practice’s capabilities, client service, and market presence

What You Bring

• 12+ years of progressive public accounting or private client tax experience


• Current Partner, Principal, Managing Director, Director, or equivalent senior leadership experience


• CPA required; JD, LLM, or MST is highly valued


• Deep experience advising high-net-worth and ultra-high-net-worth clients on complex tax matters


• Strong knowledge of individual, fiduciary, partnership, and closely held business taxation


• The judgment to turn complicated tax issues into practical advice clients can act on


• A record of leading teams, building client relationships, and contributing to practice growth


• Business development experience and a strong professional network


• Portable business or transferable client relationships are highly valued

Why Take the Call?

At the Partner level, the right move is about more than a title. It's about the clients you can advise, the relationships you can build, and the influence you'll have on the practice. If you're ready for a platform where you can lead across the full private client relationship and help shape what comes next.

All inquiries will be handled confidentially.