Key Responsibilities:Tax Engagement Management- Lead and manage tax engagements for high-net-worth individuals and private wealth clients.
- Review and oversee preparation of:
- Individual tax returns
- Gift tax returns
- Estate tax returns
- Trust tax returns
- Ensure compliance with federal, state, and local tax regulations.
- Provide technical review and guidance on complex tax matters.
Tax Planning & Advisory:- Develop proactive tax planning strategies for individuals, families, trusts, and estates.
- Provide advisory support related to wealth preservation and tax optimization.
- Research complex tax issues and communicate recommendations to clients.
Client Relationship Management:- Build and maintain trusted relationships with high-net-worth clients.
- Serve as a primary advisor and point of contact for assigned engagements.
- Collaborate with senior leadership on complex client matters.
Leadership & Team Development:- Mentor and develop junior tax professionals.
- Review workpapers and provide technical guidance.
- Support team collaboration and continuous improvement initiatives.
Required Qualifications:- Bachelor's degree in Accounting, Finance, or related field.
- Active CPA license required.
- 7+ years of public accounting tax experience.
- Strong expertise in:
- Individual taxation
- Gift taxation
- Estate taxation
- Trust taxation
- Private wealth advisory services
- Strong leadership, communication, and client advisory skills.
Ideal Candidate Profile:- Experienced tax professional specializing in HNW and private client services.
- Strong background in public accounting environments.
- Skilled at managing complex tax engagements and client relationships.
- Passionate about mentoring teams and delivering high-quality advisory services.
Compensation:- Salary Range: $130,000 - $200,000 annually
- Full-time opportunity
- Career growth within a professional tax advisory environment
Security Clearance Required: No
Visa Candidate Considered: No
