Tax Partner

Private Client Services Tax Partner – Hybrid New York City Office

Compensation: $400k +

Our client, a leading CPA firm, is seeking an experienced Tax Partner to join their Private Client Services team. This is a hybrid role based in the New York office, with the expectation of traveling to other firm offices across the Northeast region.

The ideal candidate will have a minimum of two years serving as a Tax Partner at a mid market CPA firm and a strong track record in client service, business development, and team leadership. This is a unique opportunity to join a dynamic and growing practice with a focus on high net-worth individuals, family offices, and closely-held businesses.

• Lead partner-level compliance reviews and tax‑return signoffs
• Provide expert client consultations on tax planning and regulatory changes
• Drive new business development by preparing proposals and meeting prospective clients
• Cultivate and maintain strong relationships with new and existing clients
• Expand the range of services provided to clients
• Oversee and supervise complex client engagements and special projects
• Mentor, train, and evaluate senior tax staff to support their professional growth
• Stay current with emerging tax laws, business trends, and industry developments
• Collaborate with firm leadership on thought leadership and technology initiatives

• Bachelor’s degree in Accounting or related field;
  Master’s degree preferred
• CPA or JD credential required
• At least 12 years of progressive tax experience in a mid‑market public accounting firm
• Minimum of 2 years serving as a Partner at a CPA firm
• Proven experience working with high net‑worth individuals, family offices, and closely-held businesses
• Demonstrated success in acquiring new clients and growing a book of business
• Ability and willingness to travel regularly within the Northeast region

Executive

Full‑time

Accounting/Auditing

Accounting