This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements
Job Summary
This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements.
You will join a culture that has received multiple top “Places to Work” awards and have the flexibility to manage your days in support of work/life balance.
As a member of the PCS leadership team, you will contribute to the evolution of the practice through thought leadership, innovation and technology initiatives, and the development and mentorship of high performing tax professionals.
Matching Summary
This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements.
Skills & Requirements
Must-have
Tax advisory and compliance leadership
Client relationship management
Business development and origination
Tax planning and regulatory advising
Mentorship of senior tax professionals
Partner-level tax return oversight
Nice-to-have
Thought leadership and innovation
Technology adoption and process improvement
Work/life balance culture
Collaboration and transparency
Firm leadership interest
Industry speaking engagements
Key Requirements
Bachelor’s degree in Accounting or equivalent
CPA or JD certification
15+ years progressive tax experience
Minimum 2 years Partner or Director-level role
Experience advising high-net-worth individuals and family offices