High Net Worth Tax Professionals

About the role

We are seeking an experienced and high-energy high net worth tax professional who is knowledgeable about individual, trust, estate and gift tax - as well as how closely held businesses impact individual taxation. This role will involve executing on tax compliance during the busy season, assisting in tax planning and advisory year-round and connecting directly with clients and building a trusted advisory relationship with them.

Qualifications

• 3-12+ years experience supporting high-net-worth individuals and closely held businesses
• A valid US Enrolled Agent, CPA or licensed attorney designation or eligible to obtain one of the designations
• Ability to research technical tax and accounting issues with the ability to communicate and document findings
• Excellent time management and organizational skills, with ability to multi-task varying priorities while maintaining attention to detail
• Proficient in analyzing large datasets
• Strong work ethic and self-motivated
• Highly proficient in Excel and tax preparation software

Skills

• Knowledge of individual, trust, estate and gift tax
• Understanding of how closely held businesses impact individual taxation
• Experience with tax compliance during the busy season
• Ability to assist in tax planning and advisory year-round
• Effective communication and relationship-building skills with clients

Pay

The salary range for this position is $80,000 - $150,000 annually, commensurate with experience.

Schedule

The schedule for this role is typically full-time, with occasional evening and weekend work during the busy season.

Benefits

We offer a comprehensive benefits package including health insurance, retirement plans, and paid time off.