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