Private Wealth Tax Principal

For our client, a leader in the Legal & Accounting space, we are seeking a Private Wealth Tax Principal to strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. This role offers the opportunity to influence enterprise performance and scalable financial operations within a Legal & Accounting environment.

Location: Remote - US based candidates only, no visa sponsorship available.

Responsibilities

• Lead compliance and consulting services for high-net-worth individuals and families
• Perform technical review of complex tax returns, including individual and partnership returns
• Manage multiple engagements focused on proactive tax planning and strategic consulting
• Advise clients on business succession planning and associated strategies
• Utilize entrepreneurial skills to network and acquire new clients and projects
• Invest in professional development through firm-wide learning programs
• Support and mentor team members to reach their professional goals

Qualifications

• Undergraduate degree in accounting or law required
• CPA or JD required
• 15+ years of tax planning and consulting experience for high-net-worth individuals and their trusts
• 6+ years of supervisory experience in a public accounting firm
• Strong understanding of personal, trust, estate, gift, and charitable taxation

Benefits

• Collaborative working environment with opportunities for mentorship
• Ownership experience within a fast-growing entrepreneurial firm
• Participation in social activities and team outings promoting work-life balance
• Access to firm-wide learning and development programs for continuous growth
• Opportunities to lead teams and projects in a dynamic setting

Pay

$160,000 – $200,000 annually