Tax Partner, Private Client (Trusts & Estates) - Hybrid

Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot. New York, NY. Tax Partner – Private Client Group (Trusts & Estates) Location: New York, NY or Boca Raton, FL Work Model: Hybrid (Minimum 1 day in office per week) Employment Type: Full-Time Seniority Level: Executive Overview Our client, a nationally recognized CPA and consulting firm , is seeking a Tax Partner – Private Client Group with deep expertise in trusts and estates to serve high-net-worth individuals and families. This role will lead complex tax planning, compliance, and consulting engagements , focusing on estate and gift taxation, family investment partnerships, philanthropic structures, and multigenerational wealth transfer strategies. Key Responsibilities Build and manage long-term relationships with high-net-worth clients and family offices Design and implement tax-efficient estate, gift, and wealth planning strategies Advise on charitable giving , private foundations, and philanthropic vehicles Navigate and interpret changes in federal and state tax laws Collaborate with attorneys, financial advisors, and internal teams to deliver integrated wealth management solutions Advise on legal structures such as trusts, LLCs, and family partnerships to protect and transition assets Ensure client compliance with tax obligations while minimizing liabilities Provide leadership and mentorship to the firm’s private client tax team Requirements Qualifications Bachelor’s degree in Accounting, Finance, Law, or a related field CPA certification required Minimum 10+ years of experience in public accounting, with a focus on private client and trusts & estates taxation Strong knowledge of estate, gift, and fiduciary income taxation Exceptional communication, analytical, and problem-solving skills Candidate Requirements Must currently work in public accounting (not corporate roles such as CFO or Controller) Experience at a Top 50 audit, tax, and advisory firm preferred Based in or willing to relocate to New York, NY or Boca Raton, FL About the Firm This award-winning firm is consistently ranked among the “ Best of the Best ” accounting firms in the U.S. and recognized as a top workplace in both New York City and nationwide. With offices in NYC, Long Island, and Florida , the firm delivers integrated accounting, tax, consulting, and business management services across a wide range of industries. Job Details Experience Required: 10+ years Location: New York, NY or Boca Raton, FL Work Schedule: Full-time, hybrid (at least 1 day per week in-office) Number of Openings: 1 #J-18808-Ljbffr