Tax Partner - High Net Worth (REMOTE)

This is a hybrid remote role with a clear path to partnership and equity.

About us

We are a mid-sized firm seeking a dynamic and experienced Tax Partner to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will provide strategic tax planning advice and compliance services to high-net-worth clients (average net worth over $10 million).

Responsibilities

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

Requirements

• 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.
• Proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
• Commitment to delivering exceptional client service and contributing to the firm’s growth and success.

Benefits

• Hybrid work arrangement
• Unlimited PTO
• Paid holidays
• Medical, dental, and vision coverage
• 401K match

Pay

$200,000 - $350,000 per year