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1 день назад

Private Wealth Tax Principal (Tax)

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
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

hirify.global 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 hirify.global Care and Teach philosophy.
  • Professional development through firm-wide learning and development programs.
  • Social activities and team outings designed to support work-life balance.

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