Tax Principal
Client Growth Resources
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 individualsDevelop proactive tax planning strategies Provide guidance on estate planningIdentify tax-saving opportunities Work closely attorneys, investment advisors and family office professionalsOversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.Develop new business and expand existing client relationships
Vacancy posted 22 hours ago
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