Job Type
Full-time
Description
Position SummaryThis role is ideal for a seasoned tax planning professional who enjoys solving complex client problems, mentoring advisors, and wants a broader platform for impact, without stepping away from substantive tax work. At its core, this is a tax planning leadership role. You will serve as the firm's primary subject matter expert on private client income tax planning, supporting advisors who work with sophisticated, multi-generational families and closely held business owners.
Your focus will include:- Multi-year individual income tax planning and projections
- Tax return analysis and opportunity identification
- Coaching advisors on tax-aware strategies and client conversations
- Staying ahead of legislative and regulatory developments
- Supporting complex client cases and high-impact planning scenarios
You will work closely with HB's Advisory leadership collaborating across advisory, operations, and compliance teams.
About the "Technology" AspectThis role includes technology enablement, but it is not a software engineering or systems role.
Think of technology here as:
- Helping determine which tools best support good tax planning
- Ensuring advisors can efficiently model scenarios and understand outcomes
- Improving consistency and scalability of planning across the firm
If you understand tax planning well, the technology is teachable. What isn't teachable at this level is judgment, experience, and the ability to think holistically about tax outcomes for complex families, which is why we're hiring someone senior.
Requirements
- 5-7+ years of experience in tax advisory, family office, RIA, or public accounting
- CPA (JD, LLM, CFP considered)
- Deep expertise in individual, fiduciary, and closely held business taxation
- Significant experience advising high-net-worth and ultra-high-net-worth clients
- Strong communication skills and comfort partnering with advisors and external professionals
Why Senior Tax Professionals Join HB Wealth- Substantive planning focus - less compliance, more impact
- High-caliber client base with genuinely complex needs
- Collaborative, respectful culture where expertise is valued
- Leadership opportunity - influence how planning is done
- Competitive compensation, robust benefits, and hybrid flexibility
Benefits- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- Equity Participation Plan
