****, a leading provider of professional services to the middle market, is seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. This is a full-time position with a competitive salary and benefits package.
Key Responsibilities:
- Provide tax consulting services to high net worth clients including personal taxation, trust taxation, estate and gift taxation, charitable taxation, and exposure to flow through entities and partnership taxation.
- Review tax returns for wealthy family members, their trusts, investment entities, and private businesses.
- Develop and pursue creative solutions to resolve client tax needs.
- Manage a book of business and support financial growth efforts.
- Plan client engagements and supervise and review the work of team staff members.
- Work closely with clients as well as internal managers and partners.
- Develop new business relationships and expand services to existing clients.
Requirements:
- Bachelor's degree in Accounting with CPA License or JD required.
- 12+ years continuous public accounting or family office tax experience.
- Strong experience with high net worth clients and a variety of industries.
- Experience with business returns is a plus.
- Strong verbal and written communication skills.
- Exceptional client service and communication skills.
Preferred Qualifications:
- Master's Degree in Taxation or Law Degree.
- Experience working for a Big 4 or large national, regional or local accounting firm.
- Experience working with Private Foundations.
- Exposure to reporting and filings related to foreign assets, investments and holdings.
- Proven ability to develop new business relationships and expand services to existing clients.
Benefits:
- Competitive salary and benefits package.
- Personalized, holistic programming for physical, emotional, financial and community wellbeing.
- Generous time off policy with at least 14 paid holidays and wellbeing days.
- Flexibility in schedule to balance work and personal life.
- Support and resources for personal and professional growth.
Equal Opportunity Employer:
**** is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees can thrive. We do not tolerate discrimination and/or harassment based on race, color, creed, religion, sex, gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition, domestic violence victim status, or any other characteristic protected under applicable federal, state or local law. Accommodations for applicants with disabilities are available upon request.
Join **** and be a part of a team that empowers you to thrive both personally and professionally. Apply today for the Tax Partner - Family Office - High Net Worth position in one of our many locations across the country.
