Summary
Trust & Estates Tax Principal – Private Client
New York, NY | Hybrid | $200K–$500K
Trusts & Estates | HNW / UHNW | Private Client Leadership
A 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 experience
- CPA, EA or Law License
- Significant leadership experience
- Deep knowledge of estate, gift and fiduciary taxation
- HNW / 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.
Job Description
Trust & Estates Tax Principal – Private Client
New York, NY | Hybrid | $200K–$500K
Trusts & Estates | HNW / UHNW | Private Client Leadership
A 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 experience
- CPA, EA or Law License
- Significant leadership experience
- Deep knowledge of estate, gift and fiduciary taxation
- HNW / 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.
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