Tax Director

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.
• Ability to manage complex tax engagements.
• Proven business development experience or desire to grow a book of business.
• Strong leadership, communication, and client service skills.

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

Communication

Education

Bachelor’s or Master’s degree in Accounting

Active CPA license

Job description

Private Client Services – Director / Partner

Start Date: Post–Tax Season 2026 (Flexible)

A top-ranking CPA firm is seeking a Director or Partner to join its rapidly growing Private Client Services (PCS) practice. The firm is strategically expanding their leadership team and is open to onboarding after the tax season to ensure a smooth transition for the right candidate.

Firm Recognition

• Named among “Top 100 Firms” in the United States (INSIDE Public Accounting)
• Named among “Best of the Best Firms” in the United States (INSIDE Public Accounting)
• Named a “Top Tax Firm” and “Regional Leader” (Accounting Today)

Position Overview

The Director / Partner will oversee complex tax engagements, provide strategic tax planning to high-net-worth individuals and closely held entities, and play a key role in developing and expanding client relationships. This role offers a clear path for leadership impact and business growth within a collaborative, entrepreneurial environment.

Key Responsibilities

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

Qualifications

• Bachelor’s or Master’s degree in Accounting
• Active CPA license required
• 10+ years of public accounting experience with a focus 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
• Strong leadership, communication, and client service skills

Compensation will be based on a variety of factors including but not limited to level of experience, skills, education, and certifications.