Phaxis
High-Net-Worth Tax Partner/Director – Private Client Group
Phaxis, Palm Beach Gardens, Florida, United States
High-Net-Worth Tax Partner/Director – Private Client Group
High-Net-Worth Tax Partner/Director – Private Client Group
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$175,000.00/yr - $400,000.00/yr Direct message the job poster from Phaxis A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. We are seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks. Deep technical skills around individual and trust tax law. Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year. Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters. Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service. Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources. Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions. QUALIFICATIONS: Education: Bachelor’s degree in Accounting, Taxation, or related field. CPA preferred. Experience: 12+ years of experience specializing in HNW tax advisory, with leadership experience. Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies. Strong business development skills with a track record of growing and managing a book of business. Exceptional client relationship management and communication skills. Compensation: Competitive annual salary in the range of $175,000 to $400,000+, based on individual’s experience level. Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing, Finance, and Other Industries Accounting and Financial Services Referrals increase your chances of interviewing at Phaxis by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Tax Partner” roles.
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High-Net-Worth Tax Partner/Director – Private Client Group
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$175,000.00/yr - $400,000.00/yr Direct message the job poster from Phaxis A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. We are seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks. Deep technical skills around individual and trust tax law. Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year. Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters. Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service. Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources. Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions. QUALIFICATIONS: Education: Bachelor’s degree in Accounting, Taxation, or related field. CPA preferred. Experience: 12+ years of experience specializing in HNW tax advisory, with leadership experience. Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies. Strong business development skills with a track record of growing and managing a book of business. Exceptional client relationship management and communication skills. Compensation: Competitive annual salary in the range of $175,000 to $400,000+, based on individual’s experience level. Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing, Finance, and Other Industries Accounting and Financial Services Referrals increase your chances of interviewing at Phaxis by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Tax Partner” roles.
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Palm Beach, FL $2,459.00-$2,459.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr