Principal/Partner - HNW T&E Tax


Accounting + Finance


New York, New York

Employment Type



One of the Top 50 NYC CPA firms seeks a candidate highly skilled and proficient with individual and flow-through entity tax returns of HNW individuals and families. It's a great opportunity for partnership eligibility date of hire.

Compensation : $200000 - $250000
Job ID : 7958


  • Review gift tax returns, complicated trust returns, family limited partnership returns, and some private foundation returns in addition to individual returns of clients of very substantial wealth.
  • Individual returns, projections, family planning, trusts and projections, partnership and S Corporation returns, gift, foundation and C-Corporations, investment partnerships, trusts and foundations.  




  • 15+ years of HNW trust and estate tax experience. CPA
  • The candidate must be proficient in the understanding and proper reporting of hedge fund and private equity K-1s, including and all of the ancillary reporting that these types of investments cause which are not limited to multi-state individual, trust and partnership filings, foreign related reporting, understanding of qualified small business stock and QOZ rules, etc.



Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.