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
Required skills
complex income tax return review, tax planning for high-net-worth clients, 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
Master's in Taxation, Thomson Reuters experience
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 estate and retirement strategies; Act as dedicated tax advisor to clients; Mentor junior staff; Ensure compliance while identifying strategic opportunities; Contribute to process improvements.
Seniority
Senior, hands-on IC with mentorship
