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Phaxis

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Trusts and Estates Partner, Private Client Group

New York, NY 10036

Posted: 06/15/2026 Employment Type: Direct Placement Job Number: 28632811 Pay Rate: 200000-500000 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 an experienced Trusts and Estates Partner, Private Client Group to join their teams. This is a hybrid position is in New York City.
The Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.

RESPONSIBILITIES:
  • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).
  • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.
  • Address technical issues and provide guidance on complex trust and estate structures.
  • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.
  • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.
  • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.
  • Mentor and develop the team to foster a culture of collaboration and continuous learning.
  • Delegate effectively while ensuring work quality and adherence to deadlines.
  • Participate in internal training programs to share expertise and enhance team capabilities.
  • Lead marketing and networking efforts to attract new clients and expand existing relationships.
  • Collaborate with other practice areas to deliver integrated solutions to clients.
  • Represent the firm at industry events and conferences.
  • Manage risk exposure through thorough review and documentation of tax positions.
  • Maintain confidentiality and handle sensitive client matters with discretion.

QUALIFICATIONS:

Education:
  • Bachelor's degree in Accounting, Taxation, or a related field.
  • CPA certification preferred.

Experience:
  • Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.

Compensation:
  • Competitive annual salary in the range of $200, 000 to $500, 000, based on individual's experience level.

Meet Your Recruiter

Byron Johnson

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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