About the Role
This position involves managing tax compliance and planning for affluent individuals and their entities, delivering customized solutions while overseeing client relationships and team development.
Responsibilities
- Lead tax planning strategies for high-net-worth individuals and multi-generational families
- Prepare and review complex individual, trust, and entity tax returns
- Advise clients on income, gift, and estate tax implications
- Coordinate with legal and financial advisors to support integrated wealth planning
- Supervise and mentor junior staff on technical tax matters
- Identify tax-saving opportunities and recommend planning initiatives
- Manage client portfolios with a focus on accuracy and timeliness
- Stay current on federal and state tax law changes affecting private clients
- Facilitate year-end tax projections and estimated tax planning
- Oversee the preparation of K-1s and related partnership reporting
- Ensure compliance with IRS regulations and filing deadlines
- Collaborate with internal teams on cross-service offerings
- Develop client-ready summaries of complex tax analyses
- Respond to client inquiries with clear, practical guidance
- Participate in client meetings and present tax planning recommendations
- Maintain strong client relationships through proactive communication
- Support business development through referrals and networking
- Conduct quality reviews of team workpapers and deliverables
- Assist in process improvements for tax workflow efficiency
- Ensure adherence to firm standards and ethical guidelines
Compensation
Competitive salary and performance-based incentives commensurate with experience
Work Arrangement
Hybrid work model with office and remote flexibility
Team
Part of a specialized private client services group serving affluent individuals and family offices
Why Join Us
- Opportunity to work with a nationally recognized practice serving sophisticated clients
- Supportive culture emphasizing professional growth and work-life balance
- Access to advanced tools and resources for tax planning and compliance
- Collaborative environment with experts across service lines
- Investment in ongoing training and technical development
What We Look For
- Demonstrated ability to lead complex tax engagements independently
- Strong client service orientation and relationship-building skills
- Technical excellence in individual and entity-level taxation
- Proven leadership in mentoring and developing team members
- Commitment to delivering timely, accurate, and strategic advice
Not available for this position
