Overview
A mid-sized firm is seeking a dynamic and experienced Tax Partner specializing in High Net Worth clients. This remote or hybrid role offers a competitive salary range of $200,000 to $300,000 per year, with a clear path to partnership. The position focuses on providing strategic tax planning, advisory, and compliance services to clients with an average net worth exceeding $10 million.
Responsibilities
- Provide comprehensive tax planning and advisory services to high net worth individuals, families, and related entities.
- Oversee all aspects of tax compliance, including preparation and review of tax returns and projections.
- Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes.
- Stay current with developments in tax law and regulations to ensure compliance and offer proactive advice.
- Build and maintain strong client relationships by understanding unique needs and delivering exceptional service.
- Collaborate with partners and team members to ensure coordinated client service.
- Provide thought leadership and contribute to firm growth by identifying new business opportunities and participating in marketing initiatives.
- Apply expertise in trusts, estates, and wealth planning.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field; master's degree in Taxation or CPA designation highly preferred.
- Minimum of 5 years of tax experience focused on high net worth individuals, preferably within public accounting or law firms.
- In-depth knowledge of tax accounting, tax law, tax planning, advisory, and compliance.
- Strong analytical skills with the ability to interpret complex tax legislation and provide practical advice.
- Excellent communication and interpersonal skills to build strong client and team relationships.
- Proactive and entrepreneurial mindset with the ability to identify and pursue new business opportunities.
- Commitment to delivering exceptional client service and contributing to firm growth.
Compensation & Benefits
- Salary range: $200,000 - $300,000 per year
- Path to partnership
- Hybrid work environment
- Unlimited paid time off
- Paid holidays
- Medical, dental, and vision insurance
- 401(k) match
Location
- Remote with hybrid options available
Qualified candidates passionate about serving high net worth clients and advancing their careers are encouraged to apply.