Overview In this role you will lead the tax planning and compliance for high net worth individuals and related trusts, acting as a trusted advisor to clients. You will manage engagements, develop client relationships, and guide a team to deliver high-quality tax services. The position emphasizes leadership, collaboration, and business development within a growth minded firm. You'll contribute to a culture that blends professional rigor with entrepreneurial initiative.
Compensation / Benefits- generous time away and paid holidays
- flexible work schedules
- paid parental/maternity/adoption leave and caregiver leave
- comprehensive health and wellness benefits
- professional coaching
- leadership and career development programs
Responsibilities- Provide tax planning and compliance services for high net worth individuals and related trusts
- Develop and sustain excellent client relationships to become a trusted advisor
- Identify issues and propose solutions to complex client problems
- Manage client engagements to meet service expectations
- Develop and grow a business network to attract new clients and referrals
- Hold yourself and others accountable for business development goals
- Recruit, develop, and motivate team members
- Foster a highly collaborative team environment with cross input
- Promote engagement, inclusion, and accountability within the team
- Set and pursue stretch goals to increase value to the organization
Key requirements- Bachelor in Accounting or Finance; Masters in Tax preferred; or equivalent experience
- 5+ years of recent accounting firm experience including managing multiple tax projects and client engagements, directing staff, and managing workflow
- CPA certification
- Ability to multitask
- Leadership and project management skills
- Excellent communication and networking acumen
- Ability to manage and grow strong customer relationships
- Experience with tax software and technology
- leadership
- communication
- networking
- team motivation
- collaboration
- tax software and technology
