High Net Worth Tax Specialist
1 day ago
We're seeking a seasoned tax professional to lead our high-net-worth individual and business planning practice. As a trusted advisor, you will be responsible for delivering holistic tax planning strategies to clients, guiding them through complex financial situations.
Key Responsibilities:
- Develop and execute comprehensive tax plans that meet client objectives
- Provide expert guidance on tax laws, regulations, and industry trends
- Collaborate with cross-functional teams to deliver seamless client experiences
- Stay up-to-date on regulatory changes and ensure compliance
Requirements:
- CPA (active) certification
- 10+ years of experience in tax consulting, with a focus on high-net-worth individuals and businesses
- Demonstrated expertise in equity compensation, multi-state taxation, QSBS, trusts and estates, charitable planning, and transactional work
Benefits:
- A dynamic, ownership-driven culture that values innovation and teamwork
- The opportunity to make a meaningful impact on clients' financial lives
- A competitive compensation package and benefits program
About Us:
We're a forward-thinking organization dedicated to delivering exceptional results for our clients. Our team is comprised of talented professionals who share a passion for excellence and a commitment to making a difference.
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