Estate Tax and Trusts Principal​/Partner-Track Successor

Note:

The search for this individual is being conducted under a third-party retained search agreement. MCB will connect you with that team. You are welcome to email ppriester directly for further information and your inquiry will be kept in the strictest of confidence.

We are seeking a Principal or Partner-level professional to step into a successor role within our Estate Tax and Trusts practice. This person will take over a significant portfolio of high-net-worth client relationships and will serve as a firmwide subject matter expert on trust, estate, and gift tax. This is a hands-on seat. You will stay close to the work, mentor the team, and build and maintain the relationships that keep the practice growing.

• Own and grow an established book of high net worth client relationships, with a smooth, relationship-first transition of existing clients
• Oversee tax compliance for Forms 1040, 1041, 706, 709, and 990-PF
• Lead quarterly and year-end tax planning for high net worth clients
• Partner with wealth advisors and trust and estate attorneys on estate planning strategies, including lifetime exemption usage and estate planning vehicles
• Serve as the go-to resource on trust returns, gift returns, estate returns, and private foundations
• Develop and maintain referral relationships with wealth advisors, attorneys, and other trusted advisors
• Work alongside the existing team of directors, senior managers, and managers, supporting their continued growth
• Work with an outsourced preparation model for initial individual return prep

• CPA required
• Significant, progressive experience in private client services or high net worth tax within public accounting, ideally within a private client services group or at a regional or national firm, with a strong focus on Trust and Estates
• Broad, hands-on technical depth across 1040 (high net worth complexity), 1041, 706, 709, and 990-PF
• Experience with estate planning strategies, including lifetime exemption utilization and planning vehicles
• Proven ability to manage high net worth client relationships
• Business development skills, ideally with experience cultivating wealth advisors and trust and estate attorneys as referral sources

• Familiarity with outsourced preparation models
• Thought leadership or visibility in the private client, estate, or trust space, such as speaking or publications