Senior Tax Professional – High-Net-Worth Client Services

Senior Tax Professional – High-Net-Worth Client Services

Exemplar Companies is a multidisciplinary professional services organization providing integrated solutions across tax, legal, business consulting, capital, strategic advisory, wealth management, and financial services. We work with high-net-worth individuals, entrepreneurs, executives, investors, business owners, and their related businesses and entities.

Exemplar Companies is seeking an experienced Senior Tax Professional with 10+ years of client-facing tax and professional services experience to support high-net-worth individuals, business owners, entrepreneurs, executives, investors, partnerships, and related entities. The successful candidate will have extensive hands-on experience preparing and filing complex federal and state tax returns for clients and will be comfortable managing a significant volume of tax filings throughout the year.

This is a client-facing tax and advisory position — not an internal corporate accounting or finance role. We are looking for someone who has spent their career working directly with clients and understands the complexities that come with high-net-worth individuals, business owners, partnerships, pass-through entities, investments, real estate, and multi-state tax matters.

• Prepare and review complex federal and state tax returns for high-net-worth individuals, business owners, partnerships, and related entities.
• Prepare and review Forms 1040, 1065, 1120, 1120-S, 1041, and related schedules and filings.
• Manage tax matters involving multiple K-1s, partnerships, S corporations, LLCs, trusts, investment income, real estate holdings, and other pass-through entities.
• Manage a substantial portfolio of client tax returns and filing deadlines.
• Work directly with clients to gather information, resolve questions, explain tax matters, and ensure accurate and timely filings.
• Review prior-year returns and client financial information to identify errors, inconsistencies, and potential tax-planning opportunities.
• Provide tax planning and advisory support throughout the year, including estimated tax calculations and year-end planning.
• Advise clients on potential tax strategies, deductions, write-offs, and opportunities to optimize their overall tax position.
• Analyze complex tax matters involving basis, passive activity limitations, capital gains and losses, business income, investment activity, and real estate.
• Prepare and review multi-state individual and business tax returns.
• Assist clients with IRS and state tax notices, amended returns, examinations, and other tax authority correspondence.
• Research federal and state tax issues and determine appropriate tax treatment.
• Maintain accurate and organized tax work papers and supporting documentation.
• Collaborate with attorneys, financial professionals, consultants, and other advisors when client matters involve legal, estate-planning, investment, business, or strategic considerations.
• Identify opportunities where additional Exemplar services or professional expertise may benefit the client.

• 10+ years of professional tax and client-service experience.
• Significant experience working in a tax, accounting, CPA, advisory, family office, or other professional services environment.
• Extensive hands-on experience preparing and filing tax returns for clients.
• Demonstrated experience serving high-net-worth individuals and business owners.
• Experience preparing and reviewing complex individual and business tax returns.
• Strong experience with Forms 1040, 1065, 1120, 1120-S, 1041, and related filings.
• Extensive experience with partnerships, S corporations, LLCs, K-1s, trusts, investments, and pass-through entities.
• Experience handling multi-state tax returns and tax issues.
• Demonstrated ability to manage a significant volume of client tax filings and deadlines.
• Strong understanding of federal and state tax compliance.
• Strong analytical and research skills with the ability to independently identify and resolve tax issues.
• Excellent client communication and relationship-management skills.
• Ability to explain complex tax concepts clearly to clients…