Tax Partner
A leading national advisory and accounting firm is expanding its Private Client Services (PCS) practice and is seeking an entrepreneurial Tax Partner to join its growing team. This is a rare opportunity to step into a platform that is actively investing in PCS, backed by a firm with strong financial performance, an established high‑net‑worth client base, and meaningful partner‑level support for continued practice growth.
About the Opportunity
As a PCS Tax Partner, you will play a central role in advising high‑net‑worth individuals, family offices, closely held business owners, and multi‑generational families on complex tax matters. You will lead client relationships, deliver sophisticated planning strategies, and contribute to shaping the long‑term success of a high‑growth practice area.
This role is designed for a partner who thrives in a collaborative environment while maintaining the autonomy to drive and grow their own book of business.
What Makes This Platform Stand Out
- Nationally recognized PCS practice with strong demand across multiple offices and markets, including NY/NJ/CT, South Florida, Southern California, and other strategic hubs.
- Robust partner support infrastructure-administrative, marketing, and technical teams are established to help partners scale their client base efficiently (unlike firms where partners are expected to "bring in and execute everything" with minimal support, a pain point highlighted by candidates in your emails).
- Committed investment in PCS growth, making it one of the firm's highest‑priority tax areas, with continuous hiring and expansion.
- Strong cross‑functional referral ecosystem, giving partners direct access to internal pipelines across advisory, assurance, valuation, and specialty tax groups.
- Attractive partner benefits and equity structure, with a clear pathway for long‑term wealth creation based on contribution, collaboration, and performance (generalized from multiple partner offer communications).
Key Responsibilities
- Serve as a strategic tax advisor on complex individual, trust, estate, and pass‑through tax matters.
- Lead and expand high‑value client relationships across PCS and related service lines.
- Oversee execution of sophisticated tax planning strategies and compliance deliverables.
- Mentor, develop, and elevate junior and mid‑level PCS talent.
- Collaborate with cross‑functional partners to deliver integrated client solutions.
- Drive practice growth through proactive client development and thought leadership.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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