Tax Principal

Most high-net-worth tax opportunities still revolve around managing compliance deadlines, reviewing returns, and getting through the next busy season.

This one gives you a much bigger seat at the table.

We're partnering with a sophisticated national advisory firm that is expanding its New York tax practice and looking for an experienced tax professional to work directly with high-net-worth and ultra-high-net-worth individuals and families.

You'll still own technically complex tax work, but the role goes well beyond compliance. You'll advise clients throughout the year, develop planning strategies, work alongside their broader wealth management teams, and become someone clients are comfortable calling directly when an important tax or financial decision comes up.

The team is growing, the opening is a priority, and they're looking for someone who combines strong HNW technical tax expertise with the polish and judgment to become a trusted client advisor.

What We're Looking For

• CPA required
• 8+ years of HNW individual income tax experience
• Significant review experience
• Strong technical background in complex individual taxation and tax planning
• Experience with multi-state individual returns
• Exposure to trusts, gifts, investment partnerships/entities and private foundations
• Ability to develop and explain sophisticated tax planning strategies
• Strong client-facing presence and polished written/verbal communication skills
• Someone genuinely curious about tax and motivated to continue developing technically
• Ability to manage multiple complex clients and deadlines without sacrificing quality
• Experience with CCH Axcess Tax and tax planning/research technology
• Comfortable working collaboratively with wealth management and other outside advisors

Dedicated family office experience is not required. Candidates coming from strong HNW/private client practices are encouraged to apply.

Competitive compensation. $200K–$250K base salary plus discretionary bonus.

If you've built your career in HNW individual tax and want your next role to give you more client ownership, more planning exposure, and more room to operate as an advisor, we'd love to connect.