PCS Tax Partner

Talnt
  • New York, New York
    10 days ago

    Job Description

    Ready to do more than oversee complex returns?


    A leading public accounting and advisory firm is looking for a Private Client Services Tax Partner to lead sophisticated client relationships and help grow its PCS practice. You'll advise high-net-worth and ultra-high-net-worth individuals and families on the tax decisions that shape their businesses, investments, and long-term wealth.

    This is a chance to bring your expertise and relationships to a broader advisory platform, work alongside experienced colleagues and outside advisors, and have a meaningful voice in where the practice goes next.

    Compensation: $350,000-$450,000 in annual compensation, with additional upside based on experience, client relationships, business development, and overall practice contribution.

    What You'll Own
    Serve as a trusted tax advisor to high-net-worth and ultra-high-net-worth individuals, families, and business owners
    Lead complex individual, fiduciary, partnership, and related tax planning and compliance
    Advise on closely held businesses, investments, trusts, estates, real estate, and multigenerational wealth
    Guide clients through major transactions, liquidity events, succession decisions, and other pivotal moments
    Work closely with attorneys, wealth advisors, family offices, investment professionals, and other advisors
    Own and expand significant client relationships while identifying broader tax and advisory opportunities
    Develop new business through referrals, centers of influence, and your professional network
    Lead and mentor Directors, Managers, and other professionals
    Collaborate with fellow Partners to strengthen the practice's capabilities, client service, and market presence

    What You Bring
    12+ years of progressive public accounting or private client tax experience
    Current Partner, Principal, Managing Director, Director, or equivalent senior leadership experience
    CPA required; JD, LLM, or MST is highly valued
    Deep experience advising high-net-worth and ultra-high-net-worth clients on complex tax matters
    Strong knowledge of individual, fiduciary, partnership, and closely held business taxation
    The judgment to turn complicated tax issues into practical advice clients can act on
    A record of leading teams, building client relationships, and contributing to practice growth
    Business development experience and a strong professional network
    Portable business or transferable client relationships are highly valued

    Why Take the Call?
    At the Partner level, the right move is about more than a title. It's about the clients you can advise, the relationships you can build, and the influence you'll have on the practice. If you're ready for a platform where you can lead across the full private client relationship and help shape what comes next, let's have a confidential conversation.

    All inquiries will be handled confidentially.

    Numbers & Facts

    LocationNew York, New York

    Skills

    • Business Developmentunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Fiduciaryunmatched
    • High Net Worthunmatched
    • Leadershipunmatched
    • Liquidityunmatched
    • Mentoringunmatched
    • Private Client Servicesunmatched
    • Public Accountingunmatched
    • Real Estateunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Team Lead/Managerunmatched

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