Trust & Estates Tax Principal – Private Client - $500K
Trust & Estates Tax Principal – Private Client - $500K
distinct north americaNew York, NY
Apply for this role →2 days ago
$200 K–$500 K
Trust & Estates Tax Principal – Private Client New York, NY | Hybrid | $200K–$500KTrusts & Estates | HNW / UHNW | Private Client LeadershipA leading New York CPA firm is looking for an experienced Trust & Estates Tax Principal to lead a specialist team within its Private Client practice. This is a senior technical and client-facing position working with high-net-worth and ultra-high-net-worth individuals, families, trusts and estates. The successful individual will combine deep Trust & Estates tax expertise with leadership, client advisory and business development capability.
The opportunity:
Lead the Trust & Estates tax team Oversee complex 706, 709 and 1041 work Advise HNW and UHNW families on estate and wealth-transfer matters Provide guidance on complex trust and fiduciary structures Advise on philanthropy, family-office and investment-related tax matters Build long-term relationships with families and external advisors Mentor and develop senior tax professionals Lead networking and business-development activity Help expand an established Private Client practice What they are looking for 15+ years of Trust & Estates tax experienceCPA, EA or Law License Significant leadership experience Deep knowledge of estate, gift and fiduciary taxationHNW / UHNW private-client background Strong client-advisory capability Experience developing relationships and generating business
Location: New York, NY – Hybrid
Compensation:
$200K–$500K depending on experience and level This is aimed at an established Trust & Estates Tax Director, Principal or Partner-level professional, rather than a generalist private-client tax profile.
Also on the board Same function, level within a rung
Level
Lead
Salary
$200 K–$500 K
Location
New York, NY
Occupation
Accountants and Auditors
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago