Tax Partner - High Net Worth; REMOTE

Tax Partner - High Net Worth (REMOTE)

Location: Tampa, FL, US (Remote)

Experience: C-Level

Salary: $200,000 - $350,000 per year

• Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
• Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
• Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
• Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
• Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
• Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
• Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
• Experience with trust, estates, wealth planning.

• Bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
• Minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
• In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
• Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
• A commitment to delivering exceptional client service and contributing to the firm's growth and success.

If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.

• Partner path
• High net worth focus – average client net worth over $10 million
• Hybrid
• Unlimited PTO
• Paid holidays
• Medical/dental/vision
• 401K match