Private Client Tax Director / Partner — Flexible Start

Search Masters, Inc.; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

A leading CPA firm in New York is seeking an experienced Director or Partner for its Private Client Services practice. The role involves overseeing complex tax engagements and providing strategic tax planning to high-net-worth individuals and closely held entities. Candidates should have a Bachelor’s or Master’s degree in Accounting, be CPA licensed, and possess 10+ years of public accounting experience. This position offers a collaborative environment to grow client relationships and develop a team of tax professionals.

Qualifications

• 10+ years of public accounting experience focused on high-net-worth clients.
• Demonstrated ability to manage complex tax compliance and planning engagements.
• Proven business development experience or desire to grow a book of business.

Responsibilities

• Oversee and manage all aspects of multiple client engagements.
• Review and sign off on high-net-worth individual and corporate tax filings.
• Provide advanced tax consulting, planning, and structuring strategies.
• Develop and expand client relationships, identifying additional service opportunities.
• Cultivate and grow a book of business.
• Collaborate on strategic initiatives.
• Supervise, mentor, and develop a team of tax professionals.

Skills

Leadership

Client service

Tax compliance

Business development

Education

Bachelor’s or Master’s degree in Accounting

Active CPA license

Job description

A leading CPA firm in New York is seeking an experienced Director or Partner for its Private Client Services practice. The role involves overseeing complex tax engagements and providing strategic tax planning to high-net-worth individuals and closely held entities. Candidates should have a Bachelor’s or Master’s degree in Accounting, be CPA licensed, and possess 10+ years of public accounting experience. This position offers a collaborative environment to grow client relationships and develop a team of tax professionals.