Tax Partner Wealth Planning

Madison-Davis

ABOUT THE ROLE

A growing, private equity-backed tax and advisory firm 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. The firm seeks a relationship-driven leader who can retain clients, develop referral connections, and generate new business.

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.
Address tax considerations involving investments and carried interests.
Collaborate with attorneys and wealth advisors on trusts, gifting, and wealth transfer strategies.
Guide business owners through liquidity events, exits, and related personal tax planning.
Transition and strengthen established client relationships.
Generate new business through professional networks and referral sources.
Coordinate with other practice areas to deliver comprehensive client service.
Review complex tax work and manage engagement quality and risk.
Recruit, mentor, and develop managers and staff.

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Vacancy posted 1 hour ago

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