Tax Principal - High Net Worth

Min 10 yrs required

Full-time

No

Experience with high net worth individuals and their related entities.
Experience with multi-state and international tax returns.
Experience managing and mentoring staff.
Demonstrated ability to develop and maintain client relationships.
Ability to work with minimal supervision on multiple projects.
Excellent organizational, communication and technical skills.
Ability to travel as needed.

## Tax Principal – High Net Worth

Company is a top 10 national professional services firm with a purpose to create opportunities every day, for our clients, our people, and our communities. We promise to know you and help you.

We currently have a fabulous opportunity to join our Private Client Tax practice as a Tax Principal – High Net Worth in one of our New England area offices.

### Job Summary

The Tax Principal – High Net Worth will lead a team of tax and industry professionals to deliver tax compliance and consulting services. The principal will have full responsibility for all services for clients in a book of business. The ideal candidate will have 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm and experience with high net worth individuals and their related entities.

### Responsibilities

- Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
- Assume full responsibility for all services for clients in a book of business.
- Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
- Review and approve work papers and tax returns prepared by staff.
- Review and sign client deliverables.
- Keep current on tax law changes.
- Actively develop new business and expand services to existing clients.
- Demonstrate commitment to the firm through a willingness to devote time to the practice.

### Qualifications

- Bachelor’s or Master’s in Accounting, Taxation or related field
- Current CPA licensure required. (JD may be accepted in lieu of CPA).
- 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm.
- Experience with high net worth individuals and their related entities.
- Experience with multi-state and international tax returns.
- Experience managing and mentoring staff.
- Demonstrated ability to develop and maintain client relationships.
- Ability to work with minimal supervision on multiple projects.
- Excellent organizational, communication and technical skills.
- Ability to travel as needed.

### Salary & Benefits

The salary for this position is competitive and commensurate with experience. Company also offers a comprehensive benefits package including:

- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here

### How to Apply

If you are interested in this Tax Principal – High Net Worth position, please apply online.

Not Specified

Flexible PTO, Up to 12 weeks paid parental leave, Paid Volunteer Time Off, Mental health coverage, Quarterly Wellness stipend, Fertility benefits

Not Specified

Interpersonal and Communication Skills, Project Management, Tax Law Changes

Bachelor's or Master's in Accounting, Taxation or related field

review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees

Qualification and Experience Bachelor's or Master's in Accounting, Taxation or related field, CPA Licensure

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