Illinois Licensed High Net Worth Tax Principal

Job Summary

A company is looking for a High Net Worth Tax Principal.

Key Responsibilities

• Lead compliance and consulting services for high-net-worth individuals and families, including technical review of complex tax returns
• Manage multiple engagements focused on proactive tax planning and strategic consulting
• Support team development and client engagement profitability while building strong internal and external relationships

Required Qualifications

• Undergraduate degree in accounting or law
• CPA or JD required
• Ten (10)+ years of experience in tax planning and consulting for wealthy individuals and entities
• Six (6)+ years of supervisory experience, including mentoring associates
• Demonstrated track record of client success in the Chicago area