What are the responsibilities and job description for the Partner, Private Client Group position at Whitman Transition Advisors Job Community?
Partner, Private Client Group
Location: New York, NY (Hybrid) or Remote
Title: Partner, Private Client Group
Department: Tax, Private Client Group
Supervises: Senior Managers and Directors
Role Type: Full-Time
ABOUT THE ROLE
This role specializes in providing tax, accounting, and consulting services to high-net-worth families, focusing on tax planning and compliance for individuals, family investment partnerships, trusts, estates, gifts, and private foundations. The Partner will help clients minimize tax liabilities, manage wealth transitions across generations, and provide guidance on estate planning, taxation, and wealth preservation.
RESPONSIBILITIES
- Develop and maintain strong, long-term client relationships.
- Create and implement advanced tax, gift, and estate planning strategies to minimize tax implications and achieve family objectives.
- Advise on charitable giving, philanthropic efforts, and establishing family foundations or charitable trusts.
- Provide guidance on tax-efficient strategies to reduce estate, gift, and inheritance taxes.
- Stay informed on tax law updates and ensure client compliance.
- Collaborate with attorneys and financial advisors to protect assets using trusts, limited liability entities, and family partnerships.
QUALIFICATIONS
Education
- Bachelor’s degree in law, accounting, finance, or related field.
- CPA certification required.
Experience
- 10 years of experience in private client tax with a specialty in trusts and estates taxation and planning.
- Strong knowledge of federal and state tax laws related to trusts and estates.
- Excellent communication, analytical, and problem-solving skills.
COMPENSATION
- Competitive salary: $250,000 to $500,000 annually, based on experience.
ATTRIBUTES
- Accountability: Meets commitments, even with personal sacrifices.
- Effective Communication: Clear, concise, and attentive listener.
- Interpersonal Skills: Builds relationships at all levels.
- Nimble Learner: Adapts quickly to new challenges and tasks.
- Technical Proficiency: Handles complex technical issues with ease.
- Resilience: Maintains composure under pressure.
- Action-Oriented: Proactively seeks out and tackles challenges.
- Integrity: Honest, ethical, and trustworthy.
This opportunity offers flexibility for hybrid or fully remote work based on the listed locations, making it ideal for professionals seeking a leadership role in private client tax advisory.
Salary : $250,000 - $500,000
