PCS Tax Partner
Listed on 2026-09-30
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Finance & Banking
Tax Advisor, Wealth Management, Tax Manager
Ready to do more than oversee complex returns?
A leading public accounting and advisory firm is looking for a Private Client Services Tax Partner to lead sophisticated client relationships and help grow its PCS practice. You'll advise high-net-worth and ultra-high-net-worth individuals and families on the tax decisions that shape their businesses, investments, and long-term wealth. This is a chance to bring your expertise and relationships to a broader advisory platform, work alongside experienced colleagues and outside advisors, and have a meaningful voice in where the practice goes next.
Compensation: $350,000-$450,000 in annual compensation, with additional upside based on experience, client relationships, business development, and overall practice contribution.
What You’ll Own- Serve as a trusted tax advisor to high-net-worth and ultra-high-net-worth individuals, families, and business owners
- Lead complex individual, fiduciary, partnership, and related tax planning and compliance
- Advise on closely held businesses, investments, trusts, estates, real estate, and multigenerational wealth
- Guide clients through major transactions, liquidity events, succession decisions, and other pivotal moments
- Work closely with attorneys, wealth advisors, family offices, investment professionals, and other advisors
- Own and expand significant client relationships while identifying broader tax and advisory opportunities
- Develop new business through referrals, centers of influence, and your professional network
- Lead and mentor Directors, Managers, and other professionals
- Collaborate with fellow Partners to strengthen the practice’s capabilities, client service, and market presence
- 12+ years of progressive public accounting or private client tax experience
- Current Partner, Principal, Managing Director, Director, or equivalent senior leadership experience
- CPA required; JD, LLM, or MST is highly valued
- Deep experience advising high-net-worth and ultra-high-net-worth clients on complex tax matters
- Strong knowledge of individual, fiduciary, partnership, and closely held business taxation
- The judgment to turn complicated tax issues into practical advice clients can act on
- A record of leading teams, building client relationships, and contributing to practice growth
- Business development experience and a strong professional network
- Portable business or transferable client relationships are highly valued
At the Partner level, the right move is about more than a title. It's about the clients you can advise, the relationships you can build, and the influence you'll have on the practice. If you're ready for a platform where you can lead across the full private client relationship and help shape what comes next.
All inquiries will be handled confidentially.
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