Trust & Estates Tax Principal — Strategic Advisor

Madison-Davis, LLC; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

Madison-Davis, LLC is seeking a Trust & Estates Tax Principal to join its Private Client practice. This senior role delivers strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, trusts, estates, and family offices, while leading teams and driving business growth.

The ideal candidate has deep fiduciary tax expertise, a proven track record in client relationship development, and the ability to mentor tax professionals and lead complex engagements.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA or Enrolled Agent (EA) required.
• 12+ years of public accounting experience focused on trust, estate, and private client taxation.
• Extensive experience advising high-net-worth individuals, families, trusts, estates, and family offices.
• Deep knowledge of estate, gift, fiduciary, and individual taxation.
• Proven leadership experience managing complex client relationships and developing tax professionals.
• Strong expertise in wealth transfer planning and sophisticated estate planning strategies.
• Excellent technical research, analytical, and problem-solving skills.
• Outstanding communication, relationship management, and business development abilities.
• Experience leading multiple engagements while maintaining exceptional client service and technical quality.

Responsibilities

• Lead complex trust, estate, gift, and fiduciary tax compliance engagements.
• Review federal and state estate, gift, and fiduciary tax returns, including Forms 706, 709, and 1041.
• Advise high-net-worth individuals, families, trusts, estates, and family offices on sophisticated wealth transfer and estate planning strategies.
• Provide guidance on complex trust and estate structures and resolve technical tax matters.
• Monitor changes in tax legislation and proactively identify planning opportunities for clients.
• Develop long-term client relationships while serving as a trusted strategic advisor.
• Advise clients on the tax implications of estate planning, philanthropy, investment structures, and family office matters.
• Mentor, coach, and develop tax professionals while fostering collaboration and technical excellence.
• Lead engagement planning, review work quality, and ensure timely delivery of client services.
• Partner with firm leadership on business development initiatives and practice growth.
• Represent the firm through networking, industry events, and professional organizations.
• Collaborate across service lines to deliver integrated tax and advisory solutions.
• Manage engagement risk through technical review and adherence to professional standards.

Skills

Leadership

Trust & Estates taxation

Client relationship management

Tax research

Communication

Education

Bachelor's degree in Accounting, Taxation, Finance, or related field

CPA or Enrolled Agent (EA)

Job description

Madison-Davis, LLC is seeking a Trust & Estates Tax Principal to join its Private Client practice. This senior role delivers strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, trusts, estates, and family offices, while leading teams and driving business growth.

The ideal candidate has deep fiduciary tax expertise, a proven track record in client relationship development, and the ability to mentor tax professionals and lead complex engagements.