Tax Partner (UHNW Investment Funds)

Location: New York, USA; consistent onsite presence at the firm office and travel to client sites required

Company

hirify.global provides professional services and tax advisory solutions to middle-market clients, UHNW individuals, investment fund executives, family offices, and related businesses.

What you will do

• Advise UHNW clients, fund executives, principals, sponsors, investors, developers, and family offices on individual, trust, entity, wealth transfer, charitable, and retirement tax matters.
• Lead multidisciplinary teams across capabilities, industries, geographies, and tax specialists.
• Manage multiple engagements and client portfolios, including resources, quality, deadlines, billing, collections, and profitability.
• Identify complex technical tax issues and opportunities, coordinating specialist input and guiding teams toward integrated solutions.
• Build and maintain senior client relationships, develop pipelines, expand services, and support market-facing growth.
• Coach tax professionals and strengthen technical capabilities, quality, risk, ethics, and operational discipline.

Requirements

• Bachelor’s degree in Accounting or a related field.
• Active CPA license or equivalent credential in the state of residence or primary office.
• At least 12 years of tax experience in public accounting, including the ability to identify, sell, and deliver tax services.
• Experience with complex tax planning and compliance for UHNW clients, investment fund executives, or family offices.
• Strong communication, project management, analytical, business development, and client relationship skills.
• Ability to maintain consistent onsite presence during core business hours, regularly report to the firm office, and travel to client sites.

Nice to have

• JD in Taxation or Master’s in Taxation.
• Experience with a Big Four or large national accounting firm.
• Real estate industry experience involving management companies, joint ventures, family partnerships, individuals, trusts, and owners or operators.
• Knowledge of partnership and S Corporation tax structures, fiduciary, gift, estate, and Tax M&A matters.
• Experience developing new business relationships and expanding services for existing clients.

Culture & Benefits

• Competitive compensation and benefits package.
• Flexible scheduling designed to support work-life balance while serving clients.
• Opportunity to work with multidisciplinary specialists and a global workforce.
• Focus on professional development, technical depth, leadership growth, and client outcomes.