Trust & Estates Tax Principal - Private Client - $500K
$200kDistinct | North America
Job Description
Trust & Estates Tax Principal – Private Client
\nNew York, NY | Hybrid | $200K–$500K
\nTrusts & Estates | HNW / UHNW | Private Client Leadership
\n \nA leading New York CPA firm is looking for an experienced Trust & Estates Tax Principal to lead a specialist team within its Private Client practice.
\n \nThis is a senior technical and client-facing position working with high-net-worth and ultra-high-net-worth individuals, families, trusts and estates .
\n \nThe successful individual will combine deep Trust & Estates tax expertise with leadership, client advisory and business development capability.
\n \nThe opportunity
\n- \n
- Lead the Trust & Estates tax team \n
- Oversee complex 706, 709 and 1041 work \n
- Advise HNW and UHNW families on estate and wealth-transfer matters \n
- Provide guidance on complex trust and fiduciary structures \n
- Advise on philanthropy, family-office and investment-related tax matters \n
- Build long-term relationships with families and external advisors \n
- Mentor and develop senior tax professionals \n
- Lead networking and business-development activity \n
- Help expand an established Private Client practice \n
What they are looking for
\n- \n
- 15+ years of Trust & Estates tax experience \n
- CPA, EA or Law License \n
- Significant leadership experience \n
- Deep knowledge of estate, gift and fiduciary taxation \n
- HNW / UHNW private-client background \n
- Strong client-advisory capability \n
- Experience developing relationships and generating business \n
Location: New York, NY – Hybrid
\nCompensation: $200K–$500K depending on experience and level
\nThis is aimed at an established Trust & Estates Tax Director, Principal or Partner-level professional , rather than a generalist private-client tax profile.
Vacancy posted 6 days ago
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