Nextera Search · 2 weeks ago
Tax Partner
New York, United States
Full-time
Onsite
Director/Executive
$250K/yr - $400K/yr
10+ years expNextera Search is a Professional Services Firm based in New York City, and they are seeking an experienced tax professional to join their high-net-worth team as Partner. The role involves integrating a high-net-worth client portfolio, providing comprehensive tax planning and advisory services, and leading a team of tax professionals to ensure high-quality service delivery.
Staffing & Recruiting
Responsibilities
Integrate an existing high-net-worth (HNW) client portfolio into the firm’s platform while leveraging internal resources to further grow and enhance the practice
Provide comprehensive, year-round tax planning and advisory services to HNW individuals, families, and their related entities, including trusts, estates, partnerships, and S corporations
Design and implement advanced estate, gift, and wealth transfer strategies to reduce tax exposure and preserve multigenerational wealth
Oversee all aspects of tax compliance for the client base and team, including the review of complex federal, state, local, and international tax returns and projections
Identify and pursue new business opportunities by cultivating relationships with referral sources such as attorneys, wealth advisors, and family office professionals to support sustained growth
Lead and develop a team of tax professionals, promoting collaboration, mentoring staff, and managing engagement planning and execution to ensure efficiency and high-quality delivery
Partner with internal teams and external advisors to deliver integrated, holistic wealth management solutions
Stay current on evolving tax laws, regulatory developments, and industry trends to provide proactive, high-value client guidance
Qualification
Required
Bachelor's degree in Accounting or a related discipline required; active CPA license or Juris Doctor (JD) is required
10+ years of progressive experience in tax planning and compliance for HNW/UHNW clients, ideally within a public accounting or advisory firm environment
Advanced technical expertise in individual, trust, gift, and estate taxation, with working knowledge of partnership and corporate taxation, multi-state (SALT), and international tax matters
Exceptional written and verbal communication skills, with the ability to clearly convey complex concepts and build strong, trusted relationships with sophisticated clients and internal stakeholders
Proven business development and sales experience, supported by an entrepreneurial mindset and a history of growing client relationships and firm presence
Demonstrated leadership, people management, and problem-solving capabilities, with a strong commitment to professionalism, integrity, and high-quality client service
High emotional intelligence, sound judgment, discretion, adaptability, and a dedication to continuous learning in a fast-paced, evolving environment
Company
Nextera Search
Nextera Search is a premier recruitment firm specializing in direct hire placements within the Accounting, Finance & Financial Services sectors.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase