Private Client Services Tax Director
$190,000–$250,000 year
On-siteHarrison, New York, United States
Job Summary
Own and lead significant high-net-worth and ultra-high-net-worth individual and family relationships by advising on complex tax matters for income, wealth transfer, gifting, trusts, and family businesses. Coordinate planning across multiple entities and generations while overseeing compliance engagements for trusts, estates, and partnerships. Translate technical strategies into practical solutions and serve as a senior resource for Managers and Seniors. Lead engagement teams, manage economics and staffing, and deepen relationships through business development and referrals. Work directly with attorneys, wealth advisors, and bankers to drive revenue growth and practice direction.
Required Qualifications
- 10+ years of progressive public accounting tax experience
- Current Tax Director, Senior Tax Manager, Principal, or equivalent private client leadership experience
- CPA required
- Significant experience serving high-net-worth and ultra-high-net-worth individuals and families
- Deep technical experience across individual, fiduciary, estate, and gift taxation
- Strong understanding of partnerships, closely held businesses, investment structures, and other entities commonly held by private clients
- Significant tax planning and advisory experience beyond annual compliance
- Proven ability to independently own sophisticated client relationships
- Experience coordinating with attorneys, wealth advisors, investment professionals, and other outside advisors
- Demonstrated ability to identify and develop additional opportunities within existing relationships
- Experience mentoring Managers and developing high-performing teams
- Strong executive presence and ability to communicate complex planning strategies to sophisticated clients
Desired Qualifications
- MST, JD, or LLM is a plus
- Business development experience and established referral relationships are highly valued
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