Tax Principal
Core
Senior tax advisor providing integrated tax, estate, and financial planning strategies for high-net-worth individuals and family entities.
Role type
Senior IC tax principal (wealth management)
Builds
Comprehensive wealth strategies and tax projections for sophisticated clients
Domain
Wealth management / High-net-worth tax planning
Deliverable
client delivery
Required skills
High-net-worth tax planning, estate planning, financial planning, multi-state tax filings, private equity tax, executive compensation, K-1 activity analysis, tax return review and signing, tax projection modeling, client advisory, team mentorship
Preferred skills
Thomson Reuters workflow proficiency, Master's in Taxation
Technologies
Thomson Reuters
Responsibilities
Review and sign individual and business tax returns for high-net-worth clients; Lead tax planning conversations with financial advisors; Prepare and review tax projections for estimated payments, charitable strategies, and retirement planning; Act as dedicated tax advisor to secure long-term client relationships; Mentor junior staff; Ensure compliance while identifying strategic planning opportunities; Contribute to process improvements for team scalability
Seniority
Senior, hands-on IC with mentorship duties