Wealth Planning Partner: Lead HNW Tax & Growth

Madison-Davis, LLC; New York (NY); On-site; USD 350,000 - 700,000; Full time

Job summary

Madison-Davis, LLC in White Plains, NY is seeking a Partner for its private client tax practice. The role serves high-net-worth individuals, families, family offices, and business owners with complex tax compliance and planning needs.

This succession opportunity offers an established portfolio of client relationships and a significant role in the practice's continued development. An existing book of business is not required.

Qualifications

• Experience leading private client tax teams and service for high-net-worth clients.
• Proven ability to retain clients and develop referral networks.
• Strong knowledge of individual, estate and fiduciary tax issues.

Responsibilities

• Lead relationships with high-net-worth individuals, families, family offices, and business owners.
• Oversee individual, fiduciary, gift, and estate tax compliance and related pass-through filings.
• Advise on income tax planning, multistate residency, domicile, and charitable giving.
• Coordinate with attorneys and wealth advisors on trusts, gifting, and wealth transfer strategies.
• Recruit, mentor, and develop managers and staff.
• Generate new business through professional networks and referral sources.
• Review complex tax work and manage engagement quality and risk.

Skills

Leadership

Client relationships

Tax planning

Estate tax

Mentoring

Business development

Job description

Madison-Davis, LLC in White Plains, NY is seeking a Partner for its private client tax practice. The role serves high-net-worth individuals, families, family offices, and business owners with complex tax compliance and planning needs.

This succession opportunity offers an established portfolio of client relationships and a significant role in the practice's continued development. An existing book of business is not required.