High Net Worth Tax Principal

Overview

This role is for a High Net Worth Tax Principal within a private wealth practice. The practice supports high net worth individuals, multi-generational affluent families, family offices, estates and trusts, and privately held business owners with strategic income, trust, estate and gift tax, succession planning, valuation, and international tax services.

You will work closely with firm leadership and serve as a mentor and coach to a team of tax professionals.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities, including:
  • Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
  • Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gift, charitable planning, and generation skipping tax
  • Advise and make recommendations to clients on business succession planning
  • Stay current on trends, developments, and technical authorities and apply them to complex situations
• Manage client engagement staffing and oversee billings/collections to help ensure client profitability targets are met
• Use entrepreneurial skills to network and build internal and external relationships to support new clients, projects, and revenue
• Invest in professional development individually and through firm learning and development programs
• Support the growth and development of team members through coaching and mentoring

Requirements

• Undergraduate degree in accounting or law required
• CPA or JD required
• Experience as a leader in a public accounting firm in the Tax space
• Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses, including:
  • Strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation
  • Exposure to flow through entities, partnership taxation and corporate taxation
• Six (6)+ years supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others; provide exceptional client service
• Demonstrated commitment to continuous learning to stay current on applicable strategies
• Ability to see the “big picture” as well as the details
• Demonstrated ethical judgment and commitment, with a sense of urgency and commitment to quality and timely completion of projects
• Eligibility to work in the U.S., without sponsorship, highly preferred

Compensation & Benefits

Compensation and benefits details were not provided in the job description.

Location

Work location status should be discussed with the firm’s talent acquisition professional to understand the requirements for an opportunity you are exploring.

Equal Opportunity Statement

The employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.