High Net Worth Tax Principal
Core
Lead compliance and consulting services for high-net-worth individuals, multi-generational families, family offices, and private businesses, focusing on strategic tax planning, succession planning, and wealth management.
Role type
Senior IC tax principal (private wealth practice)
Builds
Proactive tax planning and strategic consulting engagements for affluent clients
Domain
Taxation (individual, trust, estate, gift, charitable, international) + Private Wealth
Required skills
complex tax return review, strategic tax planning, business succession planning, client engagement management, team leadership, business development, technical tax authority analysis
Preferred skills
entrepreneurial skills, networking, mentoring associates
Technologies
tax software, accounting systems
Responsibilities
Perform technical review of complex individual, partnership, S-corp, trust, estate, and gift tax returns; Lead multiple engagements delivering proactive tax planning and strategic consulting; Advise clients on business succession planning; Manage client engagement staffing, billings, and profitability targets; Network to acquire new clients and projects; Support the growth and development of team members
Seniority
Senior, hands-on IC with leadership responsibilities