Tax Managing Director

Tax Director / Tax Managing Director – Private Client Services

Greenwich, CT | Hybrid | NYC‑Commutable

A Top‑10 National CPA Firm is conducting a select, strategic search for a Tax Director and a Tax Managing Director to join its Private Client Services practice in Greenwich, CT. These roles are part of long‑term growth and leadership planning within a highly regarded High‑Net‑Worth and Family Office platform.

This opportunity is ideal for senior tax professionals seeking leadership, influence, and long‑term upside within a nationally respected firm—without the churn or instability of smaller platforms.

The team focuses on sophisticated tax planning and consulting for:

• High‑Net‑Worth Individuals and Families
• Family offices and multi‑generational wealth
• Trust, estate, and gift tax planning
• Complex federal and state individual taxation matters

The firm has a deep national brand, strong referral channels, and institutional client flow , allowing leaders to grow without relying solely on personal origination.

Tax Director

• Lead and review complex individual, trust, and estate tax engagements
• Manage and mentor a team of tax professionals
• Serve as a trusted advisor to high‑net‑worth clients
• Participate in practice growth and client development (with support)

Tax Managing Director

• Provide strategic leadership within Private Client Services
• Oversee teams and drive technical excellence
• Play a visible role in practice expansion and market presence
• Build and grow client relationships through a mix of firm referrals and personal network
• Contribute to regional and national leadership initiatives

(These are leadership roles—not execution‑only positions.)

Tax Managing Director

• Performance‑based bonus tied to team results and growth

Tax Director

Total compensation for strong performers is highly competitive and aligned with national‑firm market standards, with Managing Directors earning meaningfully above base through performance and practice growth.

(Compensation is calibrated based on experience, leadership scope, and business contribution—not a one‑size‑fits‑all model.)

Business Development Expectations (Transparent)

• The firm provides institutional clients, cross‑referrals, and national resources
• Candidates with a book will find a supportive platform to scale
• Candidates without a book will have the infrastructure to build one sustainably

Benefits & Firm Support

• Medical, dental, vision, life, and disability insurance
• 401(k) with firm match
• Strong administrative, marketing, and technical support
• National platform with local autonomy

Ideal Candidate Profile

• 10+ years of public accounting experience in a supervisory or leadership role
• CPA required
• Deep technical expertise in individual taxation
• Strong working knowledge of trust, estate, and gift taxation
• Experience advising HNW individuals and families
• Leadership mindset with interest in long‑term growth and influence

Why This Opportunity

• Leadership role within a Top‑10 national firm
• Real influence over people, clients, and practice direction
• Credible compensation with meaningful upside
• Greenwich location with NYC‑commutable hybrid flexibility
• Long‑term stability and national platform support

Interested?

This firm is interviewing selectively. Apply directly or reach out for a confidential conversation to explore fit and alignment.

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