We are seeking an experienced Tax Principal.  This individual will serve as a trusted advisor to high-net-worth individuals and families.

 

The ideal candidate will bring significant experience developing sophisticated tax planning strategies while building and maintaining strong client relationships. This is a market-facing leadership position for an individual who is well connected within the business and professional community and has a strong reputation for exceptional client service.

 

• Advise high-net-worth individuals
• Develop proactive tax planning strategies 
• Provide guidance on estate planning
• Identify tax-saving opportunities 
• Work closely attorneys, investment advisors and family office professionals
• Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.
• Develop new business and expand existing client relationships