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Skills
- Accountingunmatched
- Accounting Certificationsunmatched
- Certified Public Accountant (CPA)unmatched
- Coachingunmatched
- Consultingunmatched
- Customer Relationsunmatched
- Detail Orientedunmatched
- Fiduciaryunmatched
- Financeunmatched
- High Net Worthunmatched
- Interpersonal Skillsunmatched
- Leadershipunmatched
- Mentoringunmatched
- Multitaskingunmatched
- Organizational Skillsunmatched
- People Managementunmatched
- Process Improvementunmatched
- Public Accountingunmatched
- Tax Accountingunmatched
- Tax Planningunmatched
- Tax Regulationsunmatched
- Tax Returnsunmatched
- Team Lead/Managerunmatched
- Technical Leadershipunmatched
- Wealth Managementunmatched
Description
A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire a Director, Private Client Group to join their teams. This is a hybrid position is in New York City.
The Director will be supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.
The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.
RESPONSIBILITIES:
QUALIFICATIONS:
Education:
Experience:
Compensation:
The Director will be supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.
The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.
RESPONSIBILITIES:
- Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters.
- Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards.
- Review advanced individual, fiduciary, and partnership tax returns and related deliverables.
- Partner with clients'external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations.
- Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback.
- Support Partners in strengthening long-term client relationships and identifying opportunities to expand services.
- Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams.
- Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group.
QUALIFICATIONS:
Education:
- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
Experience:
- 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation.
- Demonstrated experience with individual, trust, estate, and partnership tax matters.
- Prior experience supervising teams and reviewing complex tax work.
- Strong interpersonal skills with the ability to build credibility with clients and colleagues.
- Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously.
Compensation:
- Competitive annual salary in the range of $200, 000 to $350, 000, based on individual's experience level.
Numbers & Facts
| Location | New York, NY |
| Industry | Staffing/Employment Agencies |
| Salary | $200,000 |
| Company Size | 50 to 99 employees |
| Year Founded | 2002 |
| Website | https://phaxis.com/ |
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.