Private Client Tax Partner: High-Net-Worth Strategy Lead

Whitman Transition Advisors Job Community; New York (NY); On-site; USD 400,000 - 500,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Vision insurance

Job summary

A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate will have a CPA license, a strong background in tax services, and proven business development skills. Competitive compensation package included.

Qualifications

• Active CPA license required.
• 7+ years of progressive tax experience in private client services.
• Strong technical expertise in estate, gift, trust, and individual income tax planning.

Responsibilities

• Lead client engagements involving high-net-worth individuals.
• Provide strategic tax planning and compliance oversight.
• Drive business development initiatives to expand the practice.

Skills

Strategic tax planning

Client relationship management

Team leadership

Business development

Education

Bachelor’s degree in Accounting, Taxation, or related field

Master’s in Taxation or JD

Job description

A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate will have a CPA license, a strong background in tax services, and proven business development skills. Competitive compensation package included.