Private Client Tax Partner

Vested Search; Florida; On-site; USD 350,000 - 700,000; Full time

Job summary

Vested Search Limited is seeking a Senior Private Client Tax Partner to spearhead the launch and growth of a new Palm Beach office in Florida. The role targets an entrepreneurial leader with a robust network among ultra-high-net-worth clients and private equity principals.

The successful candidate will drive strategy, build client relationships, and collaborate with the firm’s advisory practice to expand the Palm Beach footprint and enhance service offerings for UHNW families and closely held

Qualifications

• Senior tax leader with a strong network among high-net-worth and ultra-high-net-worth clients.
• Entrepreneurial Private Client Tax Partner seeking to establish and grow a Palm Beach presence.

Responsibilities

• Lead the establishment and growth of the Palm Beach office.
• Develop and nurture relationships with ultra-high-net-worth clients and key sponsors.

Skills

Private Client Tax

Job description

Private Client Tax Partner | Palm Beach, Florida

A unique opportunity has arisen in Palm Beach, Florida, for an entrepreneurial Private Client Tax Partner to join a market-leading advisory firm at a pivotal stage of its growth journey.

A highly respected Private Equity and Private Client Tax Advisory practice, with established offices across the United States and an exceptional reputation for advising ultra-high-net-worth individuals, family offices, private equity principals, founders and closely held businesses, has identified Palm Beach as a key strategic growth location and is launching a new office in the region.

The firm is seeking a senior tax leader with a strong network among high-net-worth and ultra-high-net-worth clients who can help establish and grow the Palm Beach presence.