Tax Partner - High Net Worth - Private Client Services (Tax)

Location: Tampa, United States

Company

hirify.global provides professional services to middle-market clients globally.

What you will do

• Provide tax compliance and consulting services to high-net-worth multigenerational families, private businesses, investment entities, trusts, and estates.
• Plan client engagements and develop solutions to complex tax needs.
• Manage tax compliance projects, review returns, and supervise team members.
• Build and maintain strong client relationships while communicating complex tax information and law.
• Support financial growth efforts, develop new business relationships, and manage a book of business.

Requirements

• Bachelor's degree in Accounting.
• CPA license or JD required.
• 10+ years of public accounting or family office tax experience, including work with high-net-worth clients.
• Strong experience in personal, trust, estate and gift, charitable, partnership, corporate, and state and local taxation.
• Experience reviewing tax returns for wealthy family members, trusts, investment entities, private businesses, and multi-state filers.
• Strong verbal and written communication, analytical, client service, and relationship management skills.

Nice to have

• Master's degree in Taxation or a law degree.
• Experience at a Big 4, large accounting firm, or large family office.
• Experience with private foundations and reporting related to foreign assets, investments, and holdings.

Culture & Benefits

• Competitive benefits and compensation package.
• Flexible scheduling to support work-life balance and client service.
• Equal opportunity employment and reasonable accommodation during the recruitment process.