About this opportunity
Distinct | North America lists this Trust & Estates Tax Principal – Private Client - $500K opportunity in new york city, New York. Review the employer’s description below for duties, qualifications and application requirements.
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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.