Job Description
Tax Partner – PCS / Private Client Services
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Level: Partner
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Practice: Private Client Services (PCS) / Tax
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A leading national CPA and advisory firm is looking to add an experienced Tax Partner to its growing Private Client Services practice.
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This is a senior leadership opportunity for an established tax professional with strong experience advising high-net-worth individuals, families, business owners and privately held companies on complex tax matters.
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The Role
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- Lead and grow a portfolio of high-value private client relationships
- Advise HNW and UHNW individuals, families and business owners on complex tax planning and compliance
- Provide strategic guidance across individual, trust, estate, gift and closely held business tax matters
- Develop new business and expand existing client relationships
- Work closely with Partners across Tax, Advisory and other service lines
- Mentor and develop senior members of the tax team
- Play a key role in the continued growth and strategic direction of the PCS practice
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The Ideal Candidate
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- CPA, JD and/or relevant advanced tax qualification
- Significant experience within a CPA, accounting or professional services firm
- Strong Private Client / HNW tax expertise
- Existing experience at Partner, Principal or senior leadership level, or a clear track record toward Partner
- Strong client relationship and business development capabilities
- Commercial mindset with an interest in building and growing a practice
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#taxpartner #cpa #leadership