Private Client Services Tax Partner

The most valuable Trust & Estate advisors arent brought in simply to prepare a return. Theyre brought into the decisions that determine how significant family wealth is structured transferred and preserved across generations.

A leading public accounting and advisory firm is looking to add an experienced Trust & Estate Tax Partner to its Private Client Services practice.

This is an opportunity for an established Trust & Estate leader to advise high-net-worth and ultra-high-net-worth individuals and families across sophisticated estate gift fiduciary and multigenerational wealth planning while helping shape the continued growth of the practice.

Youll work alongside other private client professionals and outside advisors to solve complex planning issues for families whose needs extend across trusts estates closely held businesses investments charitable interests and significant generational wealth.

Compensation: $300000$400000 in annual compensation with additional upside based on experience client relationships business development and overall practice contribution.

• Serve as a senior advisor to high-net-worth and ultra-high-net-worth individuals families fiduciaries and family groups
• Lead sophisticated estate gift trust and fiduciary tax planning and compliance
• Advise clients on multigenerational wealth transfer and estate planning strategies
• Consult on gifting strategies trust structures estate administration charitable planning and other complex wealth transfer matters
• Advise business-owning families around succession ownership transition and the tax implications of transferring closely held interests
• Oversee complex Forms and related federal and state filings
• Coordinate income estate gift fiduciary and entity-level planning across sophisticated family structures
• Work closely with estate planning attorneys wealth advisors family offices investment professionals valuation specialists and other advisors
• Develop planning strategies around significant liquidity events ownership transitions and other major changes in family wealth
• Serve as a technical authority and escalation point for complex Trust & Estate matters
• Own and expand significant client relationships within the Private Client Services practice
• Develop new business through existing relationships referrals centers of influence and market activity
• Expand relationships by identifying additional tax family office and advisory needs
• Lead and develop Directors Managers and other professionals within the Trust & Estate practice
• Recruit and develop specialized talent as the practice continues to grow
• Collaborate with other Partners on strategic client opportunities and integrated private client relationships
• Help shape the continued growth technical capabilities and market presence of the Trust & Estate practice

• 12 years of progressive public accounting private client or Trust & Estate tax experience
• Current Partner Principal Managing Director Director or equivalent senior leadership experience
• CPA required; JD LLM or MST is highly valued
• Deep technical expertise in estate gift trust and fiduciary taxation
• Significant experience advising high-net-worth and ultra-high-net-worth individuals and multigenerational families
• Extensive experience with estate and gift tax planning fiduciary income taxation and wealth transfer strategies
• Strong understanding of closely held businesses partnerships investment entities and other structures commonly held by wealthy families
• Proven ability to advise clients on complex planning matters beyond tax compliance
• Established relationships with sophisticated private clients and professional advisors
• Strong network of estate planning attorneys wealth advisors family offices and other centers of influence
• Demonstrated ability to originate retain and expand client relationships
• Business development and revenue-generation experience
• Experience leading and developing senior-level Trust & Estate professionals
• Executive presence and credibility with sophisticated families and their advisors
• Portable business or transferable client relationships are highly valued

For an established Trust & Estate Partner changing firms only makes sense if the new platform creates more opportunity around the relationships and expertise youve already built.

This role offers the ability to operate within a sophisticated Private Client Services practice where Trust & Estate work isnt treated as a narrow compliance specialty. Its part of a broader advisory relationship with individuals and families whose needs span tax wealth transfer businesses investments trusts estates and multigenerational planning.

Youll have the opportunity to deepen existing relationships build new ones through a strong professional network develop the next generation of Trust & Estate talent and have a meaningful voice in how the practice continues to grow.

For someone who has built a reputation as a trusted advisor and wants a platform that allows them to build further around it this is worth a confidential conversation.

All inquiries will be handled confidentially.