Tax Partner - HNWI ($400k - $500k)

Tax Partner – Private Client Services Overview We are seeking an accomplished Tax Partner to lead and grow our Private Client Services practice. This role focuses on advising high-net-worth individuals, families, executives, and closely held business owners on complex tax planning and compliance matters. Base pay range $400,000.00/yr - $500,000.00/yr Key Responsibilities Lead client engagements involving high-net-worth individuals, family offices, and private entities. Provide strategic tax planning, wealth transfer strategies, estate planning, and compliance oversight. Build and maintain strong client relationships, acting as a trusted advisor on multi-faceted tax and financial issues. Oversee and mentor a team of tax professionals, fostering professional growth and technical excellence. Drive business development initiatives to expand the Private Client Services practice. Stay abreast of federal, state, and local tax developments affecting private clients and high-net-worth individuals. Qualifications Active CPA license required. Bachelor’s degree in Accounting, Taxation, or related field; Master’s in Taxation or JD preferred. 7+ years of progressive tax experience in private client services or high-net-worth individual taxation, with a minimum of 3 years in a leadership role. Strong technical expertise in estate, gift, trust, and individual income tax planning. Proven business development skills and ability to manage a robust client portfolio. Excellent leadership, communication, and client service skills. Compensation Highly competitive base plus performance-based incentives, commensurate with experience. Seniority level: Executive Employment type: Full-time Job function: Accounting/Auditing and Finance Industries: Accounting, Financial Services, and Administrative and Support Services Benefits Medical insurance 401(k) Vision insurance #J-18808-Ljbffr Whitman Transition Advisors Job Community