Tax Partner
Tax Partner
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Position Overview:
- Private Client Services (PCS) Partners:
- Location: NYC (Hybrid; required to be in NYC office 3 days/week)
- As a PCS Partner you will manage and grow an existing substantial book of business offering highnetworth individuals and families comprehensive wealth management and tax planning services. Your expertise will help clients navigate complex financial situations ensuring their wealth is preserved and grown for future generations.
- Trusts & Estates (T&E) Partner:
- Location: Flexible (Remote option available NYC preferred)
- The T&E Partner will lead the firms Trusts & Estates practice advising clients on estate planning trust administration and wealth transfer strategies. This role requires deep expertise in estate tax laws trust structures and the ability to provide tailored solutions to meet the unique needs of each client.
Key Responsibilities:
- Develop and maintain strong relationships with highnetworth clients providing personalized financial and tax planning services.
- Lead and mentor a team of professionals within the PCS or T&E group fostering a culture of excellence and collaboration.
- Stay current with changes in tax laws and regulations ensuring compliance and maximizing opportunities for clients.
- Collaborate with other partners and teams within the firm to deliver comprehensive client solutions.
- Drive business development efforts to expand the firms PCS and T&E client base.
Qualifications:
- Proven experience as a Partner or seniorlevel professional in Private Client Services Trusts & Estates or a related field.
- Strong background in tax preparation compliance and wealth management.
- Exceptional client relationship management skills with a track record of managing significant books of business.
- Leadership and team management experience.
- CPA is required; JD preferred; additional relevant certifications (e.g. LL.M. in Taxation CFP) are a plus.
Employment Type
Full Time
