High Net Worth Tax, Wealth Management Firm

  • Full-time

Job Description

My client, an extremely successful Wealth Management firm, is looking to add to its expanding tax department.  Firm is experiencing growth that is projected to easily continue into the coming years.


This firm caters to high net worth individuals ($5-50mm) and serves as complete financial advisors, planning all facets for their affluent client base (Investments, insurance, taxes, etc.) and performing all in-house.
This is an OUTSTANDING opportunity to switch from public to private, finally gaining quality of life and increasing compensation, all while maintaining the prestige of public accounting.  No firm politics...no bureaucracy.
The firm is looking for a highly sophisticated tax professional who has extensive experience managing a book of HNW business and providing tax services.  They understand that non-competes may be in place, so the need to immediately bring existing business to the firm is not necessary. 
During non-busy season, hours and atmosphere are very relaxed.  The firm also works on a flat fee model for returns...no hassles or questioning of billable hours.
This position will involve heavy client interaction and will run a book of business, as well as develop new business for the firm, both in tax and cross selling other planning services.
Qualified candidates will have the following experience:
  • Tax experience with High Net Worth & Ultra High Net Worth clients
  • Business development experience
  • Book of business preferred.  If there is a non-compete/non-solicitation in place, the firm is ok with waiting for expiration to take the business
  • CPA, MST, JD/LLM highly desired but not required
  • Experience with International tax returns a plus
  • Experience with Private Equity/Hedge Fund tax returns a plus
For immediate (and confidential) consideration, send resume and cover letter to:
Adam Karpiak, President
Karpiak Consulting

Email: akarpiak (at) karpiakconsulting.com

Please visit www.karpiakconsulting.com for more information on the firm, and for full job descriptions on over 50 opportunities with NYC area CPA firms!

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