Tax Principal

Talnt; New York (NY); On-site; USD 200,000 - 220,000; Full time

Job summary

Talnt in New York is seeking an experienced tax professional to join a sophisticated national advisory firm’s NY tax practice. You will work directly with high-net-worth individuals, advising year-round, and developing planning strategies beyond compliance.

You’ll combine strong HNW tax expertise with advisory judgment, owning client relationships and collaborating with wealth management teams. The role is hybrid in New York City.

Qualifications

• CPA required
• 7+ years of HNW individual income tax experience
• Significant preparation and review experience
• Strong technical background in complex individual taxation and tax planning
• Experience with multi-state individual returns
• Exposure to trusts, gifts, investment partnerships/entities and private foundations
• Ability to develop and explain sophisticated tax planning strategies
• Strong client-facing presence and polished communication skills
• Curious about tax and motivated to develop technically
• Experience with tax planning/research technology

Responsibilities

• Prepare and review complex individual income tax returns, including significant multi-state activity
• Develop quarterly tax projections, estimated payments and extension strategies
• Prepare and review trust, gift, partnership, corporate and private foundation returns
• Advise HNW clients on tax matters throughout the year
• Support planning involving investment income, liquidity, RJ disbursements, cash flow and other tax considerations
• Handle foreign tax reporting and other complex individual filing requirements
• Research sophisticated tax issues and translate findings into practical recommendations
• Respond to notices and assist with tax examinations
• Work directly with clients and coordinate with wealth management teams
• Participate in special projects requiring deeper analysis and technical judgment
• Build long-term client relationships and own service delivery

Skills

CPA

HNW tax expertise

Multi-state returns

Client facing

Tax planning

CCH Axcess Tax

Education

CPA certification

Tools

CCH Axcess Tax

Job description

Most high-net-worth tax opportunities still revolve around managing compliance deadlines, reviewing returns, and getting through the next busy season.

This one gives you a much bigger seat at the table.

We're partnering with a sophisticated national advisory firm that is expanding its New York tax practice and looking for an experienced tax professional to work directly with high-net-worth and ultra-high-net-worth individuals and families.

You'll still own technically complex tax work, but the role goes well beyond compliance. You'll advise clients throughout the year, develop planning strategies, work alongside their broader wealth management teams, and become someone clients are comfortable calling directly when an important tax or financial decision comes up.

The team is growing, the opening is a priority, and they're looking for someone who combines strong HNW technical tax expertise with the polish and judgment to become a trusted client advisor.

What You'll Be Doing

• Prepare and review complex individual income tax returns, including significant multi-state activity
• Develop quarterly tax projections, estimated payments and extension strategies
• Prepare and review trust, gift, partnership, corporate and private foundation returns
• Advise HNW clients on tax matters throughout the year rather than only during filing season
• Support planning involving investment income, liquidity, required minimum distributions, cash flow and other individual tax considerations
• Handle foreign tax reporting and other complex individual filing requirements
• Research sophisticated tax issues and translate findings into practical recommendations
• Respond to federal and state notices and assist with tax examinations
• Work directly with clients and coordinate with members of their broader wealth management teams
• Participate in special projects requiring deeper analysis and technical judgment
• Build long-term client relationships and take meaningful ownership of service delivery

What We're Looking For

• CPA required
• 7+ years of HNW individual income tax experience
• Significant preparation and review experience
• Strong technical background in complex individual taxation and tax planning
• Experience with multi-state individual returns
• Exposure to trusts, gifts, investment partnerships/entities and private foundations
• Ability to develop and explain sophisticated tax planning strategies
• Strong client-facing presence and polished written/verbal communication skills
• Someone genuinely curious about tax and motivated to continue developing technicallyAbility to manage multiple complex clients and deadlines without sacrificing quality
• Experience with CCH Axcess Tax and tax planning/research technology
• Comfortable working collaboratively with wealth management and other outside advisors

Dedicated family office experience is not required. Candidates coming from strong HNW/private client practices are encouraged to apply.

Why This Opportunity Stands Out

More than compliance. You'll be involved in planning and problem-solving throughout the year, not simply reviewing returns at deadline.

Sophisticated HNW clients. The practice is centered around complex individuals and families with investment entities, trusts and other interconnected tax considerations.

Direct client ownership. They want someone clients trust enough to call directly - not someone permanently sitting behind the engagement Partner.

Integrated advisory environment. You'll interact with professionals involved in the client's broader wealth strategy, giving you visibility beyond the tax return itself.

Growth-driven opportunity. The team has continued adding sophisticated client work and is investing in additional senior tax talent to support that growth.

Strong retention. This is a close-knit group where professionals tend to build long-term careers rather than cycle through every few years.

Competitive compensation. $200K-$220K base salary plus discretionary bonus.

The Environment

This team will be a particularly strong fit for someone who is technically sharp but also curious, personable and advisory-minded.

They aren't looking for someone who simply knows how to complete a return correctly. They want someone who asks questions, understands the story behind the numbers, communicates confidently with sophisticated clients, and takes genuine ownership of relationships.

The position is hybrid in New York City and offers the opportunity to join an established team while continuing to grow into broader client and practice leadership.