ABOUT THE ROLEA growing, private equity-backed tax and advisory firm in White Plains, NY is seeking a Partner for its private client tax practice. The role serves high-net-worth individuals, families, family offices, and business owners with complex tax compliance and planning needs.
This succession opportunity offers an established portfolio of client relationships and a significant role in the practice s continued development. An existing book of business is not required. The firm seeks a relationship-driven leader who can retain clients, develop referral connections, and generate new business.
RESPONSIBILITIES- Lead relationships with high-net-worth individuals, families, family offices, and business owners.
- Oversee individual, fiduciary, gift, and estate tax compliance and related pass-through filings.
- Advise on income tax planning, multistate residency, domicile, and charitable giving.
- Address tax considerations involving investments and carried interests.
- Collaborate with attorneys and wealth advisors on trusts, gifting, and wealth transfer strategies.
- Guide business owners through liquidity events, exits, and related personal tax planning.
- Transition and strengthen established client relationships.
- Generate new business through professional networks and referral sources.
- Coordinate with other practice areas to deliver comprehensive client service.
- Review complex tax work and manage engagement quality and risk.
- Recruit, mentor, and develop managers and staff.