Title: Partner, Private Client Group
Department: Tax, Private Client Group
Supervises: Senior Managers and Directors
Role Type: Full-time
Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)
ABOUT THE COMPANY:
Company is a New York City-based Certified Public Accounting and Consulting firm with a presence in Long Island and Florida. They provide expert financial advisory services to companies across a diverse range of industries, offering a comprehensive range of integrated accounting, consulting, and business management services. These services include tax planning, audits, and detailed analysis of acquisitions and financial restructuring. The company is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
The company is seeking a Trust and Estates Partner specializing in providing comprehensive tax, accounting, and consulting advice and services to high-net-worth families. The role emphasizes tax planning and compliance for individuals, family investment partnerships, trusts, gifts, estates, private foundations, and other aspects of wealth management. The primary responsibility is to assist clients in managing the overall tax picture for families, focusing on minimizing tax liabilities and ensuring the smooth transition of wealth to future generations. The Trust and Estates Partner will play a crucial role in safeguarding the financial legacies of high-net-worth individuals and families. This role will provide expertise and guidance instrumental in helping the company’s clients navigate the complexities of estate planning, taxation, and wealth preservation.
Job Responsibilities:
- Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
- Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals.
- Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
- Advise clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes.
- Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
- Work with outside attorneys to assist clients in protecting their assets through various legal means, including the use of trusts, limited liability entities, and family partnerships.
- Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions.
QUALIFICATIONS:
Education:
- Bachelor’s degree in law, accounting, finance, or related field.
- CPA certification required.
Experience:
- 10+ years of experience in private client tax, with a sub-specialty and focus on trusts and estates taxation and planning.
- Strong knowledge of federal and state tax laws related to trusts and estates.
- Excellent communication skills, both written and verbal, for effective client interactions.
- Exceptional analytical and problem-solving abilities.
Compensation:
- Competitive annual salary in the range of $250,000 to $500,000+, based on the individual’s experience level.
Attributes:
- Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
- Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
The company is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. The company is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
