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Equity Partner Private Client Tax and Wealth Advisory

Listing for: Madison-Davis
Full Time position Listed on 2026-11-11
Job specializations:
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR

Job Description & How to Apply Below

Madison-Davis, LLC is seeking a senior tax professional to lead complex private client engagements in New York. The role emphasizes advisory work, client relationship development, and team leadership, with a planned equity partnership transition.

Candidates with 15+ years in public accounting, CPA, and a strong background in fiduciary and individual taxation are preferred. Equity partnership is available and no portable client portfolio is required.

The following opportunity is for a Equity Partner Private Client Tax and Wealth Advisory with Madison-Davis.

The position is based in Boston, MA, United States.

This opportunity is part of our work in Finance, Management & Operations.

The advertised compensation is 250..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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