Tax Partner - Private Client Group (Trusts & Estates) Job at Talent Depot, New York, NY

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  • Talent Depot
  • New York, NY

Job Description

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

Requirements

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

Job Tags

Full time, Relocation, 1 day per week,

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