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
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
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