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.
Domain
Taxation (US federal, state, estate, gift, charitable) and Private Wealth
Required skills
Complex tax return review, proactive tax planning, business succession planning, client engagement management, networking, team mentoring, regulatory compliance
Preferred skills
Entrepreneurial mindset, big-picture thinking, ethical judgment, urgency
Technologies
Tax software, financial modeling tools
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; Mentor and coach a group of talented staff; Acquire new clients and projects.
Seniority
Senior, hands-on IC with leadership responsibilities