Overview In this role you will lead tax compliance and advisory engagements for high-net-worth individuals and closely held entities, partnering with the Private Client Services team to deliver strategic tax planning. You will manage client relationships, mentor staff, and contribute to business development. The position combines technical tax expertise with leadership to support growth and client satisfaction. This is an opportunity to shape tax strategies for complex structures within a collaborative, growth-focused firm.
Compensation / Benefits- Medical, Dental, and Vision plans
- 401(k) plan and Profit-Sharing
- Flexible Spending & Health Saving accounts
- Paid Time Off and firm holidays
- Parental leave benefits
- Wellness and work-life programs
Responsibilities- Lead tax compliance and consulting engagements for high-net-worth clients and closely held entities
- Review complex returns (1040s, partnerships, S-corps, trusts, estates, gift tax)
- Provide advanced planning strategies across income, estate, gift, and wealth transfer taxes
- Serve as primary client contact and nurture long-term relationships
- Identify tax-saving opportunities and provide proactive advisory
- Mentor and develop tax managers and staff; provide technical guidance
- Collaborate with partners on practice development and client growth
- Participate in business development, networking, proposals, and client presentations
- Stay current on tax law changes and ensure regulatory compliance
Key requirements- Bachelor's degree in Accounting
- Active CPA license or EA certification
- 7+ years of progressive tax experience in public accounting
- Deep technical expertise in individual, partnership, trust, and estate taxation
- Proficiency with MS Office and tax research platforms (e.g., CCH Tax, Engagement or similar)
- Proven experience managing client relationships and leading engagements
- Strong leadership, communication, and interpersonal skills
- Experience with complex multi-entity structures and high-volume K-1 environments preferred
- leadership
- communication
- interpersonal skills
- MS Office Suite
- CCH Tax
- Engagement or similar tax research platforms
