High Net Worth Tax Principal

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
  Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
• Advise and make recommendations to clients on business succession planning
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue

• An undergraduate degree in accounting or law required
• CPA or JD required
• Experience as a leader in a public accounting firm in the Tax space
• Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation
• Six (6)+ years supervisory experience, mentoring and counseling associates
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred

Demonstrates expertise in tax planning and consulting for high-net-worth individuals and families, with a strong focus on personal, trust, estate, and gift taxation. Proven ability to lead client engagements, manage teams, and deliver exceptional client service while maintaining compliance and ethical standards.

• Tax Planning and Consulting
• Personal Taxation
• Trust Taxation
• Estate and Gift Taxation
• Leadership and Supervision

• Tax Return Review
• Business Succession Planning
• Charitable Taxation
• Partnership Taxation
• Corporate Taxation

• Client Service
• Mentoring
• Networking
• Continuous Learning
• Attention to Detail

• CPA
• JD

• High-Net-Worth Individuals
• Family Offices
• Investment Entities
• Public Accounting
• Compliance