Private Client Services Tax Partner

EA Talent Solutions; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading professional services firm in New York is looking for a Private Client Services (PCS) Tax Partner. This role involves managing client relationships, providing tax compliance and advisory services to high-net-worth individuals. The ideal candidate will have over 12 years of experience in private client tax, possess a CPA or JD, and demonstrate strong leadership skills. Responsibilities include leading the PCS practice, reviewing tax returns, and mentoring professionals.

Qualifications

• 12+ years of experience in private client tax within a public accounting firm.
• Demonstrated leadership and client management skills.
• Commitment to professional standards and quality initiatives.

Responsibilities

• Serve as primary relationship partner for PCS clients.
• Provide technical leadership in various taxation areas.
• Review complex tax returns for compliance and accuracy.
• Lead and grow the PCS practice through business development.
• Collaborate with audit, advisory, and tax teams for integrated solutions.
• Mentor and manage PCS tax professionals.
• Stay updated on tax law changes to inform clients.

Skills

Technical expertise in taxation

Client relationship management

Leadership

Business development

Education

CPA or JD

Bachelor’s degree in Accounting or related field

Job description

Our client, a leading professional services firm, is seeking to identify a Private Client Services (PCS) Tax Partner to provide tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role will be responsible for client relationship management, technical leadership, practice development, and leading and mentoring teams.

Responsibilities

• Serve as primary relationship partner for PCS clients, delivering high‑quality tax compliance and planning services
• Provide technical leadership across individual, fiduciary, estate, gift, and pass‑through entity taxation
• Review complex tax returns and planning strategies to ensure accuracy, quality, and compliance with firm and regulatory standards
• Lead and grow the PCS practice through business development and cross‑selling firm services
• Collaborate with audit, advisory, and specialty tax teams to deliver integrated client solutions
• Mentor, develop, and manage PCS tax professionals
• Stay current on tax law changes and communicate relevant impacts to clients and internal teams

Qualifications

• CPA or JD required; LLM (Tax) or MST preferred
• Bachelor’s degree in Accounting or related field
• 12+ years of progressive experience in private client tax within a public accounting firm
• Demonstrated leadership, client management, and business development experience
• Strong technical expertise and commitment to professional standards and firm quality initiatives

As a recruitment and workforce management service, we are committed to promoting equal employment opportunity in all recruitment processes. We conduct our services in accordance with all applicable federal, state, and local anti-discrimination and equal employment opportunity laws. We do not discriminate against candidates on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. All candidate referrals are made based on individual qualifications, merit, and the requirements of the position. Clients engaging our services are reminded of their own legal responsibilities to uphold anti-discrimination laws and are expected to treat all referred candidates fairly and lawfully throughout the hiring process.