Tax Partner - UHNW

Overview

This role involves serving as the lead tax advisor and strategist for ultra-high net worth (UHNW) families with complex, multi-generational wealth. The position requires delivering holistic tax advice integrated with wealth management services, including investments, estate strategy, and financial planning. The tax partner will lead engagements with senior wealth advisors and oversee a team of tax professionals focused on UHNW clients.

Responsibilities

• Serve as the primary tax advisor and accountable lead for a select group of UHNW families, managing client relationships with balance sheets often exceeding $100 million.
• Develop and implement practical, year-round, and multi-year tax strategies tailored to each family’s goals, ownership structures, businesses, trusts, investments, charitable activities, and succession plans.
• Lead and develop a team of tax professionals supporting UHNW engagements, managing staffing, engagement economics, billing, and service quality.
• Identify tax planning opportunities and risks related to business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposures (e.g., foreign trusts, PFICs, GILTI, FATCA/FBAR), engaging specialists as needed.
• Oversee tax compliance appropriate to each engagement, either directly or through coordination with the family’s CPA or internal tax team.
• Manage responses to significant federal and state tax notices, examinations, and controversy matters, coordinating with counsel and specialists.
• Collaborate with wealth advisors and other professionals (estate planning, investments, financial planning, family office services) to ensure tax advice is fully integrated with overall client plans.
• Coordinate tax responsibilities and calendars with external advisors such as CPAs, attorneys, trustees, investment bankers, valuation professionals, and controllers.
• Support new client development through prospective client meetings and contribute to evolving the tax service model, team, and technology.

Requirements

• CPA license required; advanced degree in taxation (MST/LL.M.), law degree, or comparable technical credential strongly preferred.
• 12–15+ years of progressive tax experience, primarily advising clients with balance sheets of $25 million or greater; significant experience with $100 million+ families required.
• Deep technical expertise in individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation, including advanced planning strategies for UHNW families.
• Experience identifying cross-border tax and reporting issues and working effectively with international tax specialists.
• Proven experience managing significant tax notices, examinations, and controversy matters, including coordination with tax counsel.
• Experience advising entrepreneurs, business owners, executives, and multi-generational families through liquidity events, business succession, wealth transfer, and other major transactions.
• Strong analytical skills with the ability to simplify complex tax matters and communicate clearly in writing and verbally.
• Demonstrated leadership and team development skills, fostering a culture of accountability and technical excellence.
• Comfortable working in a team-based, integrated advisory environment within a regulated Registered Investment Advisor (RIA) structure; experience at a family office, multi-family office, wealth management firm, or national accounting firm preferred.
• Unquestioned integrity, commitment to confidentiality, sound risk management, and prioritizing client interests.
• Ability to travel up to 10%.

Work Schedule

• Standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours to meet deadlines.
• Non-exempt employees must record working time daily, including start/end times and a 30-minute unpaid lunch.

Working Conditions

• Position may be based in a professional office environment or a dedicated home office workspace free of interruptions.
• Basic technology needs will be provided.
• Routine sitting and standing; no heavy lifting over 10 lbs.

Compensation & Benefits

• Total expected cash compensation range: $250,000 - $400,000 USD annually, including base salary and annual bonus; additional incentive compensation may be available.
• Benefits include:
  • Company-paid basic life and AD&D insurance
  • Company-paid short-term and long-term disability insurance
  • Supplemental life, AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance
  • Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans
  • Health Savings Account (HSA) with company contributions for eligible plans
  • Comprehensive dental and vision insurance plans
  • Dependent Care Savings Account
  • 14 company-paid holidays including a full week off at Thanksgiving
  • Generous paid time off for vacation and sick days
  • Employee assistance program
  • Family medical leave and paid parental leave (8 weeks)
  • Maternity benefits combining company-paid STD and parental leave
  • Adoption assistance reimbursement
  • Company-paid concierge services for family care needs
  • 401(k) retirement plan with traditional, Roth, and after-tax options plus per pay period match
  • Pet insurance
  • Personalized financial planning and guidance at preferred employee pricing

Location

• Flexible national footprint; teams built around exceptional talent regardless of location.

Application Information

• Initial application deadline: September 14, 2026. Applications received after this date may be considered on a rolling basis until the position is filled.
• Equal opportunity employer committed to non-discrimination.
• Participation in federal employment eligibility verification (E-Verify) is required.
• Accommodation requests during the application or hiring process are available upon request.