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 wealth management, preservation, and transition.
Role type
Senior IC tax principal (private wealth practice)
Builds
Strategic income, trust, estate, and gift tax planning; succession planning; valuation; and international tax services for affluent clients.
Domain
Taxation (US federal, state, estate, gift, charitable) and private wealth advisory
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
complex tax return review, proactive tax planning, business succession planning, client engagement management, networking, team mentoring, technical authority application
Preferred skills
entrepreneurial skills, big-picture thinking, ethical judgment, urgency, quality commitment
Technologies
N/A
Responsibilities
Lead compliance and consulting for high-net-worth clients; perform technical reviews of complex individual, partnership, S-corp, trust, estate, and gift tax returns; lead engagements for proactive tax planning and strategic consulting; advise on business succession planning; manage client engagement staffing and profitability; network to acquire new clients and revenue; mentor and develop team members
Seniority
Senior, hands-on IC with leadership responsibilities