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
We are seeking an experienced Senior Data Scientist to join a dynamic team, working with a global leader in consulting, digital transformation, technology, and engineering services. This is an exciting opportunity for someone with a passion for data science and a background...
...Elevate your possibilities. Full-time, Day shift, 7am-7:30pm Sibley Memorial... ...Certified Nursing Assistant (CNA) with advanced training in specific clinical skills/competencies... ...glucose monitoring, EKG tracing, and phlebotomy Inserts IVs Measures and records intake...
...Are you a skilled MIG Welder who thrives in a fast-paced, custom fabrication setting? Were looking for dependable and detail-oriented... ...Youll Do: Perform MIG welding on a wide variety of custom metal parts Work from blueprints, work instructions, and job travelers...
...richer experiences~Auto glass and ceramics to drive cleaner, safer, and smarter transportation Role Purpose Corning Global Security (CGS) professionals play a critical role protecting the people, property, and values of Corning Incorporated. The purpose of this...
...seamless financial operations.- Utilize tools such as Sage, D365 and bill.com to manage accounts payable workflows effectively.- Prepare... ...for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half...