Tax Principal - High Net Worth

Min 10 yrs required

Full-time

No

A minimum of 5 years of experience in the high net worth space.
Proven experience in financial and tax planning for high net worth individuals.
Experience in supervising, mentoring, and training staff.
Excellent written and verbal communication skills.
Proven ability to develop and maintain client relationships.
Ability to travel up to 25% of the time.

Salary Information

The Tax Principal – High Net Worth position offers a competitive salary commensurate with experience.

Company is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 8,500 people, 130 . locations, and a global reach, we promise to know you and help you.

Company is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. We are currently looking for a Tax Principal – High Net Worth to join our Private Client Tax practice in one of our New England area offices.

Tax Principal - High Net Worth

We are looking for a Tax Principal – High Net Worth to join our Private Client Tax practice in one of our New England area offices. The Tax Principal – High Net Worth position offers a competitive salary commensurate with experience.

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


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.
A minimum of 5 years of experience in the high net worth space.
Proven experience in financial and tax planning for high net worth individuals.
Experience in supervising, mentoring, and training staff.
Excellent written and verbal communication skills.
Proven ability to develop and maintain client relationships.
Ability to travel up to 25% of the time.

Salary Information

The Tax Principal – High Net Worth position offers a competitive salary commensurate with experience.

Company Perks

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

Company is looking for an experienced Tax Principal – High Net Worth to join our Private Client Tax practice in one of our New England area offices. This position offers a competitive salary commensurate with experience.

Job Summary:

Company is looking for a Tax Principal – High Net Worth to join our Private Client Tax practice in one of our New England area offices. This position offers a competitive salary commensurate with experience. The Tax Principal – High Net Worth will lead a team of tax and industry professionals to deliver tax compliance and consulting services, and assume full responsibility for all services for clients in a book of business. The successful candidate must have a Bachelor’s or Master’s in Accounting, Taxation or a related field, a current CPA licensure (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, a minimum of 5 years of experience in the high net worth space, and experience in supervising, mentoring, and training staff. The Tax Principal – High Net Worth must also have excellent written and verbal communication skills, a proven ability to develop and maintain client relationships, and the ability to travel up to 25% of the time.

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

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

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Accounting, Taxation, CPA licensure, public accounting experience, leading and managing teams, developing and managing client relationships, technical knowledge in all areas of taxation, Microsoft Office Suite and tax preparation software, business development and marketing techniques

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

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