Private Client Tax Director Lead Wealth Planning and Growth

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

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.