Tax Principal

Most high-net-worth tax opportunities still revolve around managing compliance deadlines reviewing returns and getting through the next busy season.

This one gives you a much bigger seat at the table.

Were partnering with a sophisticated national advisory firm that is expanding its New York tax practice and looking for an experienced tax professional to work directly with high-net-worth and ultra-high-net-worth individuals and families.

Youll still own technically complex tax work but the role goes well beyond compliance. Youll advise clients throughout the year develop planning strategies work alongside their broader wealth management teams and become someone clients are comfortable calling directly when an important tax or financial decision comes up.

The team is growing the opening is a priority and theyre looking for someone who combines strong HNW technical tax expertise with the polish and judgment to become a trusted client advisor.

What Youll Be Doing

• Prepare and review complex individual income tax returns including significant multi-state activity
• Develop quarterly tax projections estimated payments and extension strategies
• Prepare and review trust gift partnership corporate and private foundation returns
• Advise HNW clients on tax matters throughout the year rather than only during filing season
• Support planning involving investment income liquidity required minimum distributions cash flow and other individual tax considerations
• Handle foreign tax reporting and other complex individual filing requirements
• Research sophisticated tax issues and translate findings into practical recommendations
• Respond to federal and state notices and assist with tax examinations
• Work directly with clients and coordinate with members of their broader wealth management teams
• Participate in special projects requiring deeper analysis and technical judgment
• Build long-term client relationships and take meaningful ownership of service delivery

What Were Looking For

• CPA required
• 7 years of HNW individual income tax experience
• Significant preparation and review experience
• Strong technical background in complex individual taxation and tax planning
• Experience with multi-state individual returns
• Exposure to trusts gifts investment partnerships/entities and private foundations
• Ability to develop and explain sophisticated tax planning strategies
• Strong client-facing presence and polished written/verbal communication skills
• Someone genuinely curious about tax and motivated to continue developing technically
• Ability to manage multiple complex clients and deadlines without sacrificing quality
• Experience with CCH Axcess Tax and tax planning/research technology
• Comfortable working collaboratively with wealth management and other outside advisors

Dedicated family office experience is not required. Candidates coming from strong HNW/private client practices are encouraged to apply.

Why This Opportunity Stands Out

More than compliance. Youll be involved in planning and problem-solving throughout the year not simply reviewing returns at deadline.

Sophisticated HNW clients. The practice is centered around complex individuals and families with investment entities trusts and other interconnected tax considerations.

Direct client ownership. They want someone clients trust enough to call directly not someone permanently sitting behind the engagement Partner.

Integrated advisory environment. Youll interact with professionals involved in the clients broader wealth strategy giving you visibility beyond the tax return itself.

Growth-driven opportunity. The team has continued adding sophisticated client work and is investing in additional senior tax talent to support that growth.

Strong retention. This is a close-knit group where professionals tend to build long-term careers rather than cycle through every few years.

Competitive compensation. $200K$220K base salary plus discretionary bonus.

The Environment

This team will be a particularly strong fit for someone who is technically sharp but also curious personable and advisory-minded.

They arent looking for someone who simply knows how to complete a return correctly. They want someone who asks questions understands the story behind the numbers communicates confidently with sophisticated clients and takes genuine ownership of relationships.

The position is hybrid in New York City and offers the opportunity to join an established team while continuing to grow into broader client and practice leadership.

If youve built your career in HNW individual tax and want your next role to give you more client ownership more planning exposure and more room to operate as an advisor wed love to connect.