Private Client Services – Director / Partner A nationally recognized accounting firm is actively seeking a Director or higher to join its rapidly growing Private Client Services (PCS) practice.
Firm Recognition Ranked as one of the Top 100 Firms by INSIDE Public Accounting and Accounting Today
Recognized by the Houston Business Journal as one of the accounting firms with the most local CPAs
Position Overview:
The Director / Partner will oversee complex tax engagements, provide strategic tax planning to high-net-worth individuals and closely held entities, and play a key role in developing and expanding client relationships. This role offers a clear path for leadership impact and business growth within a collaborative, entrepreneurial environment.
Key Responsibilities:
Oversee and manage all aspects of multiple client engagements
Review and sign off on high-net-worth individual, fiduciary, partnership, and corporate tax filings
Provide advanced tax consulting, planning, and structuring strategies
Develop and expand client relationships, identifying opportunities for additional services
Cultivate and grow a book of business
Collaborate on strategic initiatives
Supervise, mentor, and develop a team of tax professionals
Qualifications Bachelor’s or Master’s degree in Accounting
Active CPA license required
10+ years of public accounting experience with a focus on high-net-worth clients
Demonstrated ability to manage complex tax compliance and planning engagements
Compensation will be based on a variety of factors including but not limited to level of experience, skills, education, and certifications.