Private Client Tax Partner — Lead & Grow the PCS Practice

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

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.