1 день назад
High Net Worth Tax Principal
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
High Net Worth Tax Principal (Private Wealth Tax): Leading tax compliance, planning, and strategic consulting for high-net-worth individuals, affluent families, family offices, trusts, estates, and privately held businesses with an accent on personal, trust, estate, gift, charitable, and succession taxation. Focus on reviewing complex tax returns, managing client engagements, developing new business, and mentoring tax professionals.
Location: New York City, New York, USA — 66 Hudson Blvd E
Company
is an advisory, tax, and assurance firm providing tax and business advisory services through a global network.
What you will do
- Lead tax compliance and consulting services for high-net-worth individuals, affluent families, family offices, private businesses, and investment entities.
- Review complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead proactive federal, estate, gift, charitable, and generation-skipping tax planning engagements.
- Advise clients on business succession planning and apply current tax authorities to complex situations.
- Manage engagement staffing, billing, collections, and profitability targets.
- Build internal and external relationships to acquire new clients, projects, and revenue while mentoring team members.
Requirements
- Undergraduate degree in accounting or law.
- CPA or JD required.
- Leadership experience in the tax practice of a public accounting firm.
- 10+ years of tax planning and consulting experience for wealthy individuals, families, trusts, investment entities, and private businesses.
- 6+ years of supervisory experience, including mentoring and counseling associates.
- Eligibility to work in the United States without sponsorship is highly preferred.
Culture & Benefits
- Entrepreneurial environment with an ownership-oriented experience.
- Professional development through individual growth and firm-wide learning programs.
- Mentorship and coaching supported by the Care and Teach philosophy.
- Social activities and team outings that encourage work-life balance.
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