High-Net-Worth Tax Partner

Overview

A nationally recognized accounting and advisory firm is seeking a seasoned Tax Partner to lead and expand its high-net-worth private client practice. This individual will oversee tax strategy, compliance, and advisory services for ultra-high-net-worth individuals, families, and related entities such as family partnerships, trusts, and estates. The ideal candidate combines deep technical expertise with strong leadership and business-development capabilities.

Responsibilities

• Oversee tax compliance and planning for individuals, trusts, and related entities, ensuring accuracy and timeliness.
• Provide strategic guidance on wealth transfer, estate, and gift planning strategies.
• Serve as a trusted advisor to clients, attorneys, and wealth managers, delivering proactive tax and estate solutions.
• Identify opportunities for enhanced client service and tax efficiency.
• Lead, mentor, and develop a high-performing tax team.
• Cultivate and grow relationships with attorneys, advisors, and referral partners to expand the firm’s private client footprint.
• Stay current on evolving tax law and wealth-management regulations to ensure best-in-class client support.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA strongly preferred.
• 12 years of progressive experience in high-net-worth individual and trust taxation.
• Proven experience managing client relationships and leading teams in a professional-services environment.
• Expertise in federal, state, estate, and gift tax matters.
• Strong business-development track record with ability to attract and retain clients.
• Excellent communication and relationship-management skills.