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
Builds
Strategic tax plans, projections, and compliance for sophisticated clients
Domain
Wealth management / High-net-worth tax planning
Required skills
High-net-worth tax planning, Estate tax strategy, Business succession planning, Multi-state tax compliance, K-1 activity management, Executive compensation analysis, Tax return review and signing, Client advisory
Preferred skills
Thomson Reuters workflow proficiency, Private equity tax experience, Roth conversion strategy
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 and charitable strategies; Act as dedicated tax advisor to clients and advisory teams; Mentor junior staff; Ensure tax compliance while identifying strategic planning opportunities.
Seniority
Senior, hands-on IC
