Tax Principal

Overview

This role supports a tax practice embedded in long-term wealth strategy for high-net-worth and ultra-high-net-worth clients, including multi-generational families and closely held businesses. The position is designed for tax professionals who want to move beyond year-end compliance and contribute to ongoing tax planning and advisory work.

• Remote possible for the right candidate
• Preferred office location: Louisville, KY

Responsibilities

• Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
• Lead tax planning conversations in collaboration with financial advisors, presenting strategy and projections in client-facing meetings.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Serve as the dedicated tax advisor to clients and advisory teams to help secure and deepen long-term relationships.
• Mentor junior staff and support professional growth across the team.
• Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
• Contribute to process improvements to refine workflow and support scalability as the Tax team grows.

Requirements

• Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level.
• Growth mindset with a desire to improve, learn, and evolve in a high-performing team.
• Ability to thrive in a fast-paced, dense environment during tax season.
• Interest in building a long-term career with access to advancement opportunities.
• Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus).
• CPA, EA, or JD designation required.
• 7+ years of experience in a similar setting.
• Proven experience working with high-net-worth individuals and family entities.
• Proficiency in technology-driven tax workflows (Thomson Reuters experience preferred).
• Strong communication and interpersonal skills with a client-first mindset.
• Comfortable managing multiple priorities in a fast-paced, collaborative environment.

Compensation & Benefits

• Health, dental, and vision insurance – day 1
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits
• Salary plus highly competitive annual bonus targets
• Annual incentive equity opportunities for high performers
• Relocation bonus available (to help make Louisville home)

Location

• Preferred office: Louisville, KY
• Remote: possible for the right person