Tax Partner - Private Client Services

Responsibilities

• Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting.
• Navigate the complexities of each of their individual tax strategies, challenges, and provide solutions.
• Manage, develop, and grow a team.
• Act as a High Net Worth Tax Subject Matter Expert

Requirements

• CPA
• Private Client Services experience dealing with ultra-high net worth tax clientele for 10+ years
• Engagement management experience
• Experience interfacing with High Net Worth Individuals and Families
• Exceptional organizational skills
• Exceptional communication skills – verbal & written
• Able to manage, grow, and mentor a team
• Must be a Leader

Pay

$350K to $400.0K (based on experience) plus bonus plus exceptional benefits.

Schedule

Hybrid

Contact

Email resume to [email protected]