High Net Worth Tax Principal

Location: Tewksbury, Massachusetts, United States

Company

hirify.global is a U.S. advisory, tax, and assurance firm providing tax and business advisory services through a global network.

What you will do

• Lead compliance and consulting services for high-net-worth individuals, multigenerational affluent families, family offices, private businesses, and investment entities.
• Perform technical reviews of complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
• Lead proactive tax planning and strategic consulting covering federal, estate, gift, charitable, and generation-skipping tax matters.
• Advise clients on business succession planning and apply current tax authorities and developments to complex situations.
• Manage engagement staffing, billing, collections, and client profitability targets while building relationships that support new clients, projects, and revenue.
• Mentor and develop team members through the hirify.global Care and Teach philosophy and participate in firm-wide learning and development.

Requirements

• Undergraduate degree in accounting or law required.
• CPA or JD required.
• Experience as a leader in a public accounting firm's tax practice.
• 10+ years of experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. Experience must include personal taxation, trust taxation, estate and gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation, and corporate taxation.
• 6+ years of supervisory experience, including mentoring and counseling associates.
• Ability to lead and supervise others, provide exceptional client service, maintain continuous learning, understand both the big picture and details, demonstrate ethical knowledge and commitment, and complete projects with urgency, quality, and timeliness.
• Eligibility to work in the United States without sponsorship is highly preferred.

Culture & Benefits

• Entrepreneurial environment with an opportunity to lead a private wealth tax practice.
• Ownership experience and close collaboration with firm leadership and entrepreneurial partners.
• Professional development through individual growth and firm-wide learning programs.
• Mentoring, coaching, social activities, and team outings supporting work-life balance.
• Full-time employment.