Tax Partner - Private Client Services

Full-time

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Tax Partner – PCS / Private Client Services

Level: Partner

Practice: Private Client Services (PCS) / Tax

A leading national CPA and advisory firm is looking to add an experienced Tax Partner to its growing Private Client Services practice.

This is a senior leadership opportunity for an established tax professional with strong experience advising high-net-worth individuals, families, business owners and privately held companies on complex tax matters.

The Role

Lead and grow a portfolio of high-value private client relationships
Advise HNW and UHNW individuals, families and business owners on complex tax planning and compliance
Provide strategic guidance across individual, trust, estate, gift and closely held business tax matters
Develop new business and expand existing client relationships
Work closely with Partners across Tax, Advisory and other service lines
Mentor and develop senior members of the tax team
Play a key role in the continued growth and strategic direction of the PCS practice

The Ideal Candidate

CPA, JD and/or relevant advanced tax qualification
Significant experience within a CPA, accounting or professional services firm
Strong Private Client / HNW tax expertise
Existing experience at Partner, Principal or senior leadership level, or a clear track record toward Partner
Strong client relationship and business development capabilities
Commercial mindset with an interest in building and growing a practice

#taxpartner #cpa #leadership

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Vacancy posted 3 days ago

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