Tax Principal

Tax Principal

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.

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