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1 день назад

High Net Worth Tax Principal

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
UK/US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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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

hirify.global 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 hirify.global Care and Teach philosophy.
  • Social activities and team outings that encourage work-life balance.

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