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.

Advise high-net-worth individuals

Develop proactive tax planning strategies

Provide guidance on estate planning

Identify tax-saving opportunities

Work closely attorneys, investment advisors and family office professionals

Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.

Develop new business and expand existing client relationships