Private Client Services Tax Partner
EA Talent Solutions, Chicago, IL, United States
Our client, a leading professional services firm, is seeking to identify a
Private Client Services (PCS) Tax Partner
to provide tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role will be responsible for client relationship management, technical leadership, practice development, and leading and mentoring teams.
Responsibilities
Serve as primary relationship partner for PCS clients, delivering high‑quality tax compliance and planning services
Provide technical leadership across individual, fiduciary, estate, gift, and pass‑through entity taxation
Review complex tax returns and planning strategies to ensure accuracy, quality, and compliance with firm and regulatory standards
Lead and grow the PCS practice through business development and cross‑selling firm services
Collaborate with audit, advisory, and specialty tax teams to deliver integrated client solutions
Mentor, develop, and manage PCS tax professionals
Stay current on tax law changes and communicate relevant impacts to clients and internal teams
Qualifications
CPA or JD required; LLM (Tax) or MST preferred
Bachelor’s degree in Accounting or related field
12+ years of progressive experience in private client tax within a public accounting firm
Demonstrated leadership, client management, and business development experience
Strong technical expertise and commitment to professional standards and firm quality initiatives
As a recruitment and workforce management service, we are committed to promoting equal employment opportunity in all recruitment processes. We conduct our services in accordance with all applicable federal, state, and local anti-discrimination and equal employment opportunity laws. We do not discriminate against candidates on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. All candidate referrals are made based on individual qualifications, merit, and the requirements of the position. Clients engaging our services are reminded of their own legal responsibilities to uphold anti-discrimination laws and are expected to treat all referred candidates fairly and lawfully throughout the hiring process.
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Private Client Services (PCS) Tax Partner
to provide tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This role will be responsible for client relationship management, technical leadership, practice development, and leading and mentoring teams.
Responsibilities
Serve as primary relationship partner for PCS clients, delivering high‑quality tax compliance and planning services
Provide technical leadership across individual, fiduciary, estate, gift, and pass‑through entity taxation
Review complex tax returns and planning strategies to ensure accuracy, quality, and compliance with firm and regulatory standards
Lead and grow the PCS practice through business development and cross‑selling firm services
Collaborate with audit, advisory, and specialty tax teams to deliver integrated client solutions
Mentor, develop, and manage PCS tax professionals
Stay current on tax law changes and communicate relevant impacts to clients and internal teams
Qualifications
CPA or JD required; LLM (Tax) or MST preferred
Bachelor’s degree in Accounting or related field
12+ years of progressive experience in private client tax within a public accounting firm
Demonstrated leadership, client management, and business development experience
Strong technical expertise and commitment to professional standards and firm quality initiatives
As a recruitment and workforce management service, we are committed to promoting equal employment opportunity in all recruitment processes. We conduct our services in accordance with all applicable federal, state, and local anti-discrimination and equal employment opportunity laws. We do not discriminate against candidates on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. All candidate referrals are made based on individual qualifications, merit, and the requirements of the position. Clients engaging our services are reminded of their own legal responsibilities to uphold anti-discrimination laws and are expected to treat all referred candidates fairly and lawfully throughout the hiring process.
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