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CNC Swiss Machinist

We are seeking an experienced Tax Principal.  This individual will serve as a trusted advisor to high-net-worth individuals and families.

The ideal candidate will bring significant experience developing sophisticated tax planning strategies while building and maintaining strong client relationships. This is a market-facing leadership position for an individual who is well connected within the business and professional community and has a strong reputation for exceptional client service.

  • Advise high-net-worth individuals
  • Develop proactive tax planning strategies 
  • Provide guidance on estate planning
  • Identify tax-saving opportunities 
  • Work closely attorneys, investment advisors and family office professionals
  • Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.
  • Develop new business and expand existing client relationships 
Vacancy posted a month ago
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