Tax Principal - High Net Worth

Min 10 yrs required

Full-time

No

Experience with high net worth individuals and/or family offices highly preferred.
Ability to work independently and in a team environment.
Ability to work on multiple engagements and/or projects simultaneously.
Excellent communication skills, both written and verbal.
Proven leadership skills.
Ability to travel as needed.

# Tax Principal - High Net Worth

**Company** is looking for an experienced Tax Principal – High Net Worth to join its Private Client Tax practice in one of the New England area offices. The successful candidate will lead a team of tax and industry professionals to deliver tax compliance and consulting services, while developing a deep understanding of clients’ businesses.

## Job 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

## Job Requirements

- 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/or family offices highly preferred
- Ability to work independently and in a team environment
- Ability to work on multiple engagements and/or projects simultaneously
- Excellent communication skills, both written and verbal
- Proven leadership skills
- Ability to travel as needed

## Salary and Benefits

The successful candidate will be rewarded with a competitive salary and a comprehensive benefits package, including:

- Flexible paid time off (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

If you are qualified and interested in this Tax Principal – High Net Worth position, please apply now!

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

CPA licensure, public accounting experience in a tax role, High Net Worth tax planning and compliance, private foundations, trust and estate planning, and partnership taxation, research and writing skills, leadership skills, ability to work with clients in a professional manner

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, Current CPA licensure required (JD may be accepted in lieu of CPA)

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