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Manager To Partner


Division

PS - Accounting + Finance

 

Location

New York, New York

Employment Type

Permanent

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Our client is seeking an experienced and driven Manager to Partner candidate to join their growing firm. This is an exciting opportunity for a proven leader who is passionate about client service, business development, and team mentorship, with a clear path toward partnership. The ideal candidate will bring strong technical expertise, leadership capabilities, and a strategic mindset to help support the firm’s continued growth and success.

Job Description:


Compensation : $150000 - $250000
Job ID : 45028

Job Function:

  • Lead and manage sophisticated tax engagements for High Net Worth individuals, families, family offices, trusts, and closely held businesses
  • Review and oversee preparation of complex Individual, Partnership, Trust, Gift, and Estate tax returns
  • Serve as primary relationship manager and trusted advisor to high-net-worth clients and multigenerational families
  • Provide strategic tax planning related to income tax, estate & gift tax, wealth transfer, trusts, and business succession planning
  • Advise clients on tax-efficient investment structures, partnerships, pass-through entities, and philanthropic planning strategies
  • Manage and mentor tax staff, seniors, and managers while fostering professional development and technical growth
  • Research and interpret complex federal, state, and local tax issues and communicate findings to clients and leadership
  • Collaborate closely with attorneys, wealth advisors, bankers, and other external advisors on integrated planning initiatives
  • Identify opportunities to improve client tax positions, reduce liabilities, and enhance long-term wealth preservation strategies
  • Participate in business development activities including networking, referral generation, and expanding existing client relationships
  • Oversee engagement workflow, budgeting, staffing, and deadlines to ensure exceptional client service delivery
  • Stay current on evolving tax legislation, regulatory changes, and industry trends impacting high-net-worth taxpayers
  • Support firm growth initiatives and contribute to strategic leadership discussions at the Partner level
  • Build and maintain a strong presence within the HNW tax and advisory marketplace

Job Requirements:


Job Requirements:

  • CPA required; MST, JD, or LLM in Taxation preferred
  • 8+ years of public accounting tax experience with significant HNW client exposure
  • Deep experience with Individual, Partnership/K-1, Trust, Gift, and Estate tax matters
  • Proven ability to manage complex client relationships and lead advisory discussions
  • Strong technical tax research, communication, and leadership skills
  • Experience developing business and cultivating referral networks preferred

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

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