What are the responsibilities and job description for the Tax Partner $400k position at Whitman Advisory Job Community?
Whitman Advisory is hiring on behalf of a premier CPA firm:
High-Net-Worth (HNW) Tax Partner
Competitive compensation: $300,000–$400,000 (commensurate with experience)
We are seeking an experienced HNW Tax Partner to lead and expand a private client tax practice. This role focuses on strategic tax planning, compliance, and advisory for high-net-worth individuals, families, and related entities (including family partnerships, trusts, and estates). The ideal candidate brings deep technical expertise, strong leadership, and a proven ability to grow and manage client relationships.
What you’ll do
- Lead timely and accurate tax compliance for individual, fiduciary, and related entity filings while mitigating risk
- Provide technical leadership on complex individual and trust tax matters
- Build and maintain strong relationships with clients and their advisors year-round
- Identify and deliver value-added advisory services (tax efficiencies, estate and gift planning, wealth transfer strategies)
- Lead, mentor, and develop a team of tax professionals
- Drive business development by cultivating relationships with attorneys, wealth advisors, and other referral sources
- Stay current on evolving tax law and industry trends impacting HNW clients
- Collaborate with estate attorneys, investment advisors, and family office professionals to deliver comprehensive solutions
What they’re looking for
- Bachelor’s degree in Accounting, Taxation, or related field
- CPA preferred
- 12 years specializing in HNW tax advisory, with leadership experience
- Strong knowledge of federal and state tax law, estate and gift tax regulations, and wealth transfer strategies
- Proven business development ability and experience growing/managing a book of business
Salary : $300,000 - $400,000