Job description

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.

Basic Qualifications:

• Bachelor's degree in Accounting

• CPA License or JD required

• 15+ years of public accounting or family office tax experience

• Experience reviewing tax returns for wealthy family members and their trusts, investment entities, and private businesses

• Must be able to support financial growth efforts and manage a book of business

• Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners

• Strong verbal and written communication skills with the ability to articulate complex information and tax law

• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.

• 10+ years experience in dealing with high net worth clients required

Preferred Qualifications:

• Master's Degree in Taxation or Law Degree

• Experience working for a Big 4 or large national, regional or local accounting firm or large Family Offices

• 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

Job Type: Full-time

Pay: $200,000.00 - $500,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Tax experience: 10 years (Preferred)

License/Certification:

• CPA (Required)

Work Location: Remote

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