Tax Principal
Core
Tax Principal leading complex tax planning and compliance for high-net-worth individuals and family entities, integrating tax strategy with investment and estate planning.
Role type
Senior IC tax principal (wealth management)
Builds
Integrated tax, estate, and financial planning strategies for sophisticated clients
Domain
Wealth management / High-net-worth tax planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
complex income tax return review, tax planning strategy, multi-state individual filings, private equity tax, executive compensation tax, K-1 activity analysis, tax projection modeling, client advisory, team mentorship, process improvement
Preferred skills
Thomson Reuters workflow proficiency, Master's in Taxation
Technologies
Thomson Reuters
Responsibilities
Review and sign complex income tax returns for high-net-worth clients; Lead tax planning conversations with financial advisors; Prepare and review tax projections for estimated payments and retirement strategies; Act as dedicated tax advisor to secure long-term client relationships; Mentor junior staff on tax expertise; Ensure compliance while identifying strategic planning opportunities; Contribute to process improvements for the Central Tax team
Seniority
Senior, hands-on IC with mentorship duties