Skip to main content

Phaxis

Linkedin Facebook Instagram

Careers

Director, Private Client Group

New York, NY 10036

Posted: 06/15/2026 Employment Type: Direct Placement Job Number: 28632618 Pay Rate: 200000-350000 USD/Year

Job Description

A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire a Director, Private Client Group to join their teams. This is a hybrid position is in New York City.
The Director will be supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.

The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.

RESPONSIBILITIES:
  • Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters.
  • Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards.
  • Review advanced individual, fiduciary, and partnership tax returns and related deliverables.
  • Partner with clients'external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations.
  • Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback.
  • Support Partners in strengthening long-term client relationships and identifying opportunities to expand services.
  • Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams.
  • Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group.

QUALIFICATIONS:

Education:
  • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
  • CPA preferred.

Experience:
  • 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation.
  • Demonstrated experience with individual, trust, estate, and partnership tax matters.
  • Prior experience supervising teams and reviewing complex tax work.
  • Strong interpersonal skills with the ability to build credibility with clients and colleagues.
  • Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously.

Compensation:
  • Competitive annual salary in the range of $200, 000 to $350, 000, based on individual's experience level.

Meet Your Recruiter

Byron Johnson

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About New York, NY

Discover exciting job opportunities in the vibrant area around New York, New York! With its iconic skyline, diverse cultural scene, and endless career growth prospects, the Big Apple and its surroundings promise an unparalleled work-life experience. Nestled between Broadway theaters, world-class art galleries like The Metropolitan Museum of Art, and globally renowned cuisine spots in Little Italy and Chinatown, finding your dream job in New York is your gateway to thriving in a city that never sleeps. Embrace the energy of Times Square, catch a game with the Yankees at Yankee Stadium, or unwind in the serenity of Central Park. Explore our job listings today and unlock your potential in the heart of opportunity.
PHAXIS_Logo_RGB_tagline
Linkedin Facebook Instagram

Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison