Madison-Davis, LLC ยท 1 day ago
Tax Partner - Trust & Estates
New York, United States
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$220K/yr - $500K/yr
12+ years expMadison-Davis, LLC is a long-established advisory and tax practice known for its high-end private client services. They are seeking a senior-level Trust & Estates Tax Partner to lead a private client group focused on wealth transfer planning and fiduciary taxation, overseeing complex advisory and compliance work for affluent families.
Human ResourcesInformation TechnologyStaffing Agency
Hiring Manager
Marah Long
Responsibilities
Lead and review advanced fiduciary, estate, and gifting tax engagements across a broad range of client structures
Interpret new tax developments and proactively identify strategic planning opportunities for high-net-worth families
Provide guidance on complex estate architecture, wealth transition strategies, philanthropic planning, and fiduciary matters
Serve as the primary advisor for clients navigating intergenerational wealth, family governance, and legacy planning
Build, manage, and mentor a team of experienced private client tax professionals
Develop business through networking, relationship expansion, and market-facing initiatives
Partner with internal specialists (valuation, advisory, planning, etc.) to deliver integrated client solutions
Ensure high-quality work product, risk control, and clear documentation of tax positions
Represent the practice at select industry functions, client events, and thought leadership forums
Uphold confidentiality and discretion in handling sensitive client information
Qualification
Required
12+ years of experience in trust & estates taxation, with substantial leadership responsibility
Deep technical expertise in fiduciary, estate, and complex individual tax matters
Experience advising ultra-high-net-worth clients and multi-entity family structures
Demonstrated success leading teams and driving practice development
Preferred
CPA, JD, or LLM preferred (not required if equivalent experience)
Company
Madison-Davis, LLC
Madison-Davis is a staffing and recruiting company offering financial services.
51-200 employees
H1B Sponsorship
Madison-Davis, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (15)
2023 (8)
2022 (3)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
I
Ian Stewart
Founder and Advisor
Company data provided by crunchbase