1 день назад
Private Wealth Tax Principal (Tax)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Wealth Tax Principal (Tax): Leading compliance, tax 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 planning. Focus on reviewing complex tax returns, managing client engagements, developing new business, and mentoring tax professionals.
Location: Seattle, Washington, United States — 1000 Second Ave; full-time office-based role
Company
is a U.S.-based advisory, tax, and assurance firm serving clients across major U.S. regions and global financial centers.
What you will do
- Lead compliance and consulting services for high-net-worth individuals, affluent families, family offices, trusts, estates, and privately held businesses.
- Review complex individual, partnership, S-corporation, trust, estate, gift, and state tax returns.
- Lead tax planning and strategic consulting engagements covering federal, estate, gift, charitable, and generation-skipping tax.
- Advise clients on business succession planning and apply current tax authorities to complex situations.
- Manage engagement staffing, billing, collections, and client profitability.
- Build internal and external relationships to acquire new clients, projects, and revenue while mentoring tax professionals.
Requirements
- Undergraduate degree in accounting or law.
- CPA or JD required.
- Leadership experience in the tax practice of a public accounting firm.
- 15+ years of tax planning and consulting experience involving wealthy individuals, family members, 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 opportunities to lead a growing private wealth tax practice.
- Mentorship and coaching opportunities through the Care and Teach philosophy.
- Professional development through firm-wide learning and development programs.
- Social activities and team outings designed to support work-life balance.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
13 часов назад
Tax Manager - High Net Worth/FWS (Tax)
10 часов назад
Senior Tax Manager - High Net Worth/FWS (Tax)
1 день назад
Tax Manager – Family Office
95 400 - 180 400$
44 минуты назад
Tax Partner - High Net Worth - Private Client Services (Tax)
10 часов назад
Tax Manager - High Net Worth
2 дня назад