Trust & Estate Tax Partner – Henderson Harbor Group

Trust & Estate Tax Partner

LOCATION New York City
LISTING POSTED 21 April 2021
JOB TYPE Direct-Hire
COMPENSATION $375,000- $400,000

Our client, a National Public Accounting Firm, is currently seeking a Trust & Estate Tax Partner to join their growing practice in New York City. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. This individual will also be responsible for building, developing and managing a book of business to meet goals and objectives.

Candidates must be an expert in Trust & Estate Planning, Estate, Trust & Gift Tax Compliance Services and Individual income tax and foreign reporting. Confident in tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you will have the opportunity to develop and pursue creative approaches to resolve client issues.

Basic Qualifications:

  • Bachelor’s degree in Accounting with CPA License and/or JD required.
  • 12+ years continuous public accounting or family office tax experience
  • Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
  • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required
  • Must be able to support financial growth efforts and manage a book of business
  • Strong tax software and research skills

This job was listed by

Rich Viviano

Contact us

for more information



Welcome to our career portal – let’s Begin!

New to the search process? Not sure of your “market value” ? Don’t have an updated resume? Not sure if we’re the right firm to help you out – Let us answer these questions for you – call us today!

Welcome to our career portal – let’s Begin!

If you're considering exploring opportunities in other cities, work with us and gain access to an expansive international search network. We partner with The American Association of Finance & Accounting , which has over forty offices in North America that specializes in Finance & Accounting just like us. Whether you’re looking to hire someone or searching for a new opportunity, our affiliates have local knowledge of the talent pool and access to the companies currently hiring.

Enter your details

Enter your details