Trust & Estates Tax Principal – Private Client - $500K

Posted 3 days ago

distinct north americaBrooklyn (NY)

Accountants and Auditors Trust, Fiduciary, and Custody Activities

SENIORITY

Lead

SALARY

$200 K–$500 K

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About the role

Trust & Estates Tax Principal – Private ClientNew York, NY | Hybrid | $200K–$500KTrusts & 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 experienceCPA, EA or Law License
Significant leadership experience
Deep knowledge of estate, gift and fiduciary taxationHNW / 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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