We are seeking an experienced Tax Principal. This individual will serve as a trusted advisor to high-net-worth individuals and families.
The ideal candidate will bring significant experience developing sophisticated tax planning strategies while building and maintaining strong client relationships. This is a market-facing leadership position for an individual who is well connected within the business and professional community and has a strong reputation for exceptional client service.
- Advise high-net-worth individuals
- Develop proactive tax planning strategies
- Provide guidance on estate planning
- Identify tax-saving opportunities
- Work closely attorneys, investment advisors and family office professionals
- Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.
- Develop new business and expand existing client relationships