Manager To Partner
WhiteCap Search · New York, NY
- On site
- Full-time
- $150,000 / year
- New York, NY
Job highlights
- Lead complex tax engagements for HNW clients.
- Manage client relationships and provide strategic advice.
- Develop business and cultivate referral networks.
- Mentor and develop tax staff and seniors.
- Contribute to firm growth and partner discussions.
About the role
Tax Manager to Partner
WhiteCap Search is seeking an experienced and driven Tax Manager to Partner candidate to join their growing firm. This is an exciting opportunity for a proven leader who is passionate about client service, business development, and team mentorship, with a clear path toward partnership. The ideal candidate will bring strong technical expertise, leadership capabilities, and a strategic mindset to help support the firm’s continued growth and success.
Job Function
- Lead and manage sophisticated tax engagements for High Net Worth individuals, families, family offices, trusts, and closely held businesses.
- Review and oversee preparation of complex Individual, Partnership, Trust, Gift, and Estate tax returns.
- Serve as primary relationship manager and trusted advisor to high-net-worth clients and multigenerational families.
- Provide strategic tax planning related to income tax, estate & gift tax, wealth transfer, trusts, and business succession planning.
- Advise clients on tax-efficient investment structures, partnerships, pass-through entities, and philanthropic planning strategies.
- Manage and mentor tax staff, seniors, and managers while fostering professional development and technical growth.
- Research and interpret complex federal, state, and local tax issues and communicate findings to clients and leadership.
- Collaborate closely with attorneys, wealth advisors, bankers, and other external advisors on integrated planning initiatives.
- Identify opportunities to improve client tax positions, reduce liabilities, and enhance long-term wealth preservation strategies.
- Participate in business development activities including networking, referral generation, and expanding existing client relationships.
- Oversee engagement workflow, budgeting, staffing, and deadlines to ensure exceptional client service delivery.
- Stay current on evolving tax legislation, regulatory changes, and industry trends impacting high-net-worth taxpayers.
- Support firm growth initiatives and contribute to strategic leadership discussions at the Partner level.
- Build and maintain a strong presence within the HNW tax and advisory marketplace.
Job Requirements
- CPA required; MST, JD, or LLM in Taxation preferred.
- 8+ years of public accounting tax experience with significant HNW client exposure.
- Deep experience with Individual, Partnership/K-1, Trust, Gift, and Estate tax matters.
- Proven ability to manage complex client relationships and lead advisory discussions.
- Strong technical tax research, communication, and leadership skills.
- Experience developing business and cultivating referral networks preferred.
Key skills/competency
- Tax Management
- Client Relationship Management
- Business Development
- Team Leadership
- Strategic Tax Planning
- Estate & Gift Tax
- Wealth Transfer
- Public Accounting
- Tax Research
- HNW Client Services
Skills & topics
- Tax Manager
- Tax Partner
- High Net Worth Tax
- Estate Tax
- Gift Tax
- Trust Tax
- Partnership Tax
- CPA
- Public Accounting
- Tax Planning
How to get hired
- Tailor your resume: Highlight your 8+ years of public accounting tax experience, HNW client exposure, and CPA certification. Emphasize leadership and business development achievements.
- Craft a compelling cover letter: Express your passion for client service, mentorship, and your clear path towards partnership at WhiteCap Search.
- Prepare for interviews: Be ready to discuss your experience managing complex tax engagements, strategic tax planning strategies, and client relationship management.
- Showcase technical expertise: Be prepared to answer questions on Individual, Partnership/K-1, Trust, Gift, and Estate tax matters, and demonstrate strong tax research skills.
- Network effectively: Demonstrate your understanding of the HNW tax and advisory marketplace and your ability to build a strong presence.
Technical preparation
Master complex Individual, Partnership, Trust, Gift, Estate tax returns.,Review and understand intricate tax legislation and changes.,Develop strategic tax plans for wealth preservation.,Practice tax research and communicate findings clearly.
Behavioral questions
Describe a complex client situation you managed.,How do you mentor and develop junior staff?,Share an example of successful business development.,How do you handle conflicting client priorities?
Frequently asked questions
- What are the primary responsibilities for the Tax Manager to Partner role at WhiteCap Search?
- The Tax Manager to Partner role at WhiteCap Search involves leading complex tax engagements for High Net Worth individuals and families, providing strategic tax planning, managing client relationships, mentoring staff, and participating in business development to pave a path toward partnership.
- What qualifications are essential for the Tax Manager to Partner position?
- Essential qualifications include a CPA license, 8+ years of public accounting tax experience with significant High Net Worth client exposure, and deep experience with Individual, Partnership/K-1, Trust, Gift, and Estate tax matters. An MST, JD, or LLM in Taxation is preferred.
- How does WhiteCap Search support career growth towards partnership in this role?
- WhiteCap Search offers a clear path toward partnership by entrusting this role with significant client management, strategic advisory responsibilities, business development activities, and contributions to the firm's leadership discussions, fostering professional and technical growth.
- What kind of clients can I expect to work with as a Tax Manager to Partner at WhiteCap Search?
- You will primarily serve High Net Worth individuals, families, family offices, trusts, and closely held businesses, acting as a trusted advisor and managing multigenerational family relationships.
- Does WhiteCap Search require specific tax software proficiency for the Tax Manager to Partner role?
- While not explicitly stated, proficiency with standard public accounting tax software used for Individual, Partnership/K-1, Trust, Gift, and Estate tax returns is expected, given the role's technical requirements and client base.
- What are the business development expectations for the Tax Manager to Partner role?
- The role includes participating in business development activities such as networking, generating referrals, and expanding existing client relationships, with a preference for candidates who have experience in developing business and cultivating referral networks.
- How does WhiteCap Search approach mentorship and staff development in this Tax Manager to Partner position?
- You will be responsible for managing and mentoring tax staff, seniors, and managers, fostering their professional development and technical growth, contributing to a supportive learning environment within the firm.
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