Tax Partner - Private Client Services

Daley And Associates, LLC; Boston (MA); Hybrid; USD 350,000 - 400,000; Full time

Benefits offered by this job

Bonus

Relocation assistance

Hybrid work model

Exceptional benefits

Job summary

Daley And Associates, LLC is seeking a Tax Partner with deep Private Client Services experience to lead engagements with ultra-high-net-worth clients on the East Coast. This is a senior client-facing leadership role with growth opportunities and a path to expanding the practice.

The role includes mentoring a world-class tax team, guiding strategy, and delivering compliant and innovative tax solutions. Hybrid work with relocation optional; base salary $350k–$400k plus bonus and exceptional

Qualifications

• CPA certification
• Private Client Services experience dealing with ultra-high-net-worth clients (10+ years)
• Engagement management experience
• Experience interfacing with High Net Worth Individuals and Families
• Exceptional organizational skills
• Exceptional communication skills - verbal & written
• Ability to manage, grow, and mentor a team
• Must be a Leader
• Compensation $350K to $400K (based on experience) plus bonus and benefits.

Responsibilities

• Personal, fiduciary, foundation, gift, and estate tax compliance and consulting.
• Navigate complexities of individual tax strategies and provide solutions.
• Manage, develop, and grow a team.
• Act as a High Net Worth Tax Subject Matter Expert.

Skills

Leadership

Client mgmt

Team mentoring

Engagement mgmt

Communication

Organization

Education

CPA certification

Job description

Tax Partner - Private Client Services

This is a unique opportunity for a senior-level tax professional with significant Private Client Services experience. Our client is looking for a seasoned tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax Partner. This Partner will be both strategic and tactical. The partner will help guide the practice in its expansion of services and clientele. The Partner will mentor, train, hire, and build a world-class private client services tax team. The target base salary is $350,000-$400,000 plus bonus.

Our client is flexible on an East Coast location. Relocation is also an option. This is a Hybrid opportunity.

Responsibilities:

• Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting.
• Navigate the complexities of each of their individual tax strategies and challenges and provide solutions.
• Manage, develop, and grow a team.
• Act as a High Net Worth Tax Subject Matter Expert

Requirements:

• CPA
• Private Client Services experience dealing with ultra-high-net-worth tax clientele for10+ years
• Engagement management experience
• Experience interfacing with High Net Worth Individuals and Families
• Exceptional organizational skills
• Exceptional communication skills - verbal & written
• Ability to manage, grow, and mentor a team
• Must be a Leader
• Compensation $350K to $400.0K (based on experience) plus bonus plus exceptional benefits.