Tax Partner - High Net Worth

Job Summary

To support a growing practice, the remote Tax Partner - High Net Worth will provide comprehensive tax planning and advisory services, oversee tax compliance, and develop tailored tax strategies for high net worth clients.

Key responsibilities

• Providing comprehensive tax planning and advisory services to high net worth individuals and families
• Overseeing all aspects of tax compliance, including the preparation and review of tax returns
• Developing and implementing tailored tax strategies to minimize tax liabilities for clients

Required qualifications

• Bachelor's degree in Accounting, Finance, or a related field; master's degree in Taxation or CPA designation preferred
• Minimum of 5 years of experience in a tax role focused on high net worth individuals
• In-depth knowledge of tax accounting, tax law, tax planning, and tax compliance
• Strong analytical skills with the ability to interpret complex tax legislation
• Proactive and entrepreneurial mindset with a commitment to exceptional client service