Experienced Tax Professional – Senior Tax Associate

Exemplar Tax Strategies is part of Exemplar Companies, a multidisciplinary professional services platform bringing together wealth management, tax, legal, insurance, capital markets, business advisory, and strategic consulting.

Our integrated approach allows experienced tax professionals to provide clients with coordinated solutions across investments, tax strategy, estate planning, risk management, business advisory, and alternative investments.

Exemplar Tax Strategies is seeking an experienced tax professional with an established book of business, with a strong focus on business clients, to join our growing platform.

This opportunity is designed for tax professionals who have already built a successful client practice and are looking for a better affiliation model, greater flexibility, and access to an integrated technology and professional services platform.

Rather than simply preparing tax returns, our tax professionals have the opportunity to deepen existing client relationships and provide additional services by connecting clients with Exemplar's broader capabilities in tax, legal, estate planning, insurance, business advisory, capital markets, and alternative investments.

• Serve as a Senior Tax Associate of Exemplar Tax Strategies LLC.
• Bring and continue to manage an existing book of business and client relationships.
• Grow and develop new client relationships.
• Identify additional opportunities to serve existing clients through Exemplar's integrated professional services platform.
• Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners.
• Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory.
• Utilize Exemplar's technology and platform to enhance client service, efficiency, and business growth.
• Participate in networking, referrals, and business development activities.
• Maintain compliance with applicable regulations and firm policies.

• Established tax professional with an existing book of business.
• CPA, EA, or Tax Attorney required.
• Demonstrated experience managing client relationships.
• Proven ability to retain clients and grow a book of business.
• Strong communication and relationship-management skills.
• Entrepreneurial mindset and ability to operate independently.
• Commitment to a fiduciary, client-first approach.
• Alignment with Exemplar's values and culture.

• Experience serving HNW/UHNW clients.
• Experience with alternative investments/private markets tax advisory.
• Experience working with entrepreneurs, business owners, executives, or complex families.
• Existing professional referral network.

Bring your book. Grow your practice. Serve your clients more completely.

• Existing Book of Business: Continue serving the clients and relationships you have already built.
• Expand Client Revenue: Introduce additional services and solutions to existing clients through Exemplar's broader platform.
• Integrated Platform: Access coordinated expertise across investments, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives.
• Technology: Benefit from an integrated technology platform designed to support your practice and client experience.
• Entrepreneurial Model: Operate with the flexibility and autonomy of a 1099 affiliation.
• Collaborative Resources: Work alongside professionals who can help address the increasingly complex needs of your clients.
• Competitive Economics: Competitive payout structure designed for experienced credentialed tax professionals.

We're looking for a credentialed tax professional who has already built a successful practice and wants to take it to the next level.

You have strong client relationships, an established book of business, and the entrepreneurial drive to continue growing. You also recognize that today's affluent clients need more than investment management alone and want the resources and professional expertise to provide a truly comprehensive advisory experience.

If you're looking for a better way to serve your existing clients while creating additional opportunities to grow your practice and revenue, Exemplar Tax Strategies may be the right fit.

Bring your relationships. Bring your expertise. Bring your book. We'll provide the platform to help you build what's next.