Tax Partner (Private Client Services)

A nationally recognized public accounting and advisory firm is seeking Private Client Services Tax Partners to help lead and grow established high-net-worth tax practice within multiple office locations across the US .

This opportunity offers the chance to join a firm that has experienced significant growth over the past several years while maintaining an entrepreneurial culture, strong leadership accessibility, and a substantial investment in its Private Client Services platform. The firm is known for serving sophisticated high-net-worth individuals, families, trusts, estates, family offices, and closely held businesses, providing Partners with access to complex client engagements and meaningful cross-selling opportunities.

For a Partner looking to expand their practice, inherit quality client relationships, and have a genuine voice in the direction of the business, this is a compelling platform to consider.

Responsibilities

• Lead and oversee tax engagements for high-net-worth individuals, trusts, estates, family offices, partnerships, and S corporations.
• Review complex federal and state individual and fiduciary tax returns, tax workpapers, and income tax projections.
• Serve as the lead relationship partner and primary advisor to clients.
• Deliver strategic tax planning, consulting, and compliance services.
• Identify tax planning opportunities and provide technical guidance on complex matters.
• Research and document tax issues and develop practical solutions for clients.
• Oversee engagement execution, ensuring exceptional client service and technical quality.
• Mentor, develop, and supervise managers, senior managers, and staff.
• Play an active role in practice growth through business development, networking, and relationship management.
• Collaborate with other service lines to identify and execute cross-selling opportunities.

Qualifications

• CPA, JD, or EA required.
• MST or LL.M. in Taxation preferred.
• 12+ years of public accounting experience, including significant leadership responsibilities.
• Demonstrated expertise serving high-net-worth individuals, trusts, estates, and closely held businesses.
• Strong technical background in individual and fiduciary taxation, with working knowledge of partnership and S corporation taxation.
• Experience advising on trust and estate planning matters.
• Proven ability to build, manage, and expand client relationships.
• Track record of business development and revenue generation.
• Experience representing clients before the IRS and state taxing authorities.
• Outstanding communication, leadership, and relationship management skills.
• Experience with leading tax technologies and workflow platforms.

Why Consider This Opportunity?

• Established and highly regarded Private Client Services practice.
• Strong flow of complex HNW, trust, estate, and family office work.
• Significant collaboration across tax, advisory, and wealth-focused service lines.
• Entrepreneurial environment where Partners can meaningfully influence growth strategy.
• Hybrid flexibility and a culture that prioritizes both professional success and personal balance.
• Competitive compensation structure with a clear path for practice expansion and long-term leadership opportunities.

If you're a PCS Tax Partner, Managing Director, or Senior Tax Leader exploring platforms that can support the next stage of your growth, I'd welcome a confidential conversation.