Tax Partner

Kovoro; New York (NY); Hybrid; USD 350,000 - 600,000; Full time

Benefits offered by this job

Equity buy-in

Job summary

Kovoro is seeking an incoming Tax Partner to lead and expand its private client services practice in the New York area. The role requires developing a portable book of business while delivering expert guidance on individual, estate, gift, trust, and entity-level tax matters.

The ideal candidate will be a Senior Manager or Director from a Big 4 or large regional firm with strong client relationships and readiness to assume ownership. Equity buy-in and merit-based compensation are offered.

Qualifications

• CPA is required; JD or LLM in Taxation strongly preferred.
• 15+ years of public accounting experience with substantial exposure to high-net-worth and ultra-high-net-worth clients.
• Demonstrated ability to originate, retain, and grow client relationships.
• Deep technical knowledge of estate and gift taxation, trust structures, and partnership allocations.

Responsibilities

• Originate and grow a portable book of business.
• Provide technical leadership across complex estate and trust matters.
• Collaborate with the firm's planning teams to deliver integrated wealth services.
• Position for ownership within the firm.

Skills

Client relationships

Business development

Technical estate/gift tax

Leadership

Partnership tax

Education

CPA

JD or LLM in Taxation

Job description

Our client is a 120-person regional firm with offices in New York, New Jersey, and Connecticut. The firm has served multi-generational family wealth, real estate developers, and closely held businesses for over 40 years and is aggressively expanding its private client services practice.

The incoming Tax Partner will be expected to bring or develop a portable book of business while providing technical leadership across complex individual, trust, estate, gift, and entity-level tax matters. You will collaborate with the firm's estate planning and family office advisory teams to deliver fully integrated wealth planning services.

This role is ideal for a Senior Manager or Director at a Big 4 or large regional firm who has cultivated strong client relationships and is ready to step into ownership. The firm offers a transparent and meritocratic compensation structure with a competitive equity buy-in.

Requirements

• CPA required; JD or LLM in Taxation strongly preferred
• 15+ years of public accounting experience with substantial exposure to high-net-worth and ultra-high-net-worth clients
• Demonstrated ability to originate, retain, and grow client relationships
• Deep technical knowledge of estate and gift taxation, trust structures, and partnership allocations
• Existing portable book of $500K+ in annual billings strongly preferred