Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.
Responsibilities
- Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters
- Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards
- Review advanced individual, fiduciary, and partnership tax returns and related deliverables
- Partner with clients’ external advisors to address multi-dimensional tax and wealth considerations
- Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback
- Support Partners in strengthening long-term client relationships and identifying opportunities to expand services
- Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams
Requirements
- 10+ years of progressive public accounting experience
- Strong experience with high-net-worth taxation
- Demonstrated experience with individual, trust, estate, and partnership tax matters
- Prior experience supervising teams and reviewing complex tax work
- Strong interpersonal skills with the ability to build credibility with clients and colleagues
- Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously
- CPA preferred
Job ID # 48207
