Tax Partner, Private Client Services (PCS)

What Work You Will Be Responsible For

• Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle.
• Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management.
• Proactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long-term goals.
• Build, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliance.
• Play a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business.
• Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service.
• Mentor, coach, and develop senior-level professionals, fostering the next generation of firm leaders.
• Lead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements.
• Stay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teams.

Basic Qualifications

• Bachelor’s degree in Accounting or equivalent field
• CPA or JD
• 15+ years of progressive tax experience within public accounting
• Minimum of 2 years in a Partner or Director-level role at a public accounting firm
• Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses
• Demonstrated success in client relationship management and engagement leadership

Preferred Qualifications

• Master’s degree in Taxation, Accounting, or a related field
• Established book of business or a demonstrated track record of originating and growing client relationships
• Experience contributing to thought leadership, speaking engagements, or industry publications
• Exposure to technology-enabled tax solutions and process transformation initiatives
• Interest in firm leadership, practice growth, and long-term strategic impact