H1: Tax Partner - Family Office - High Net Worth **MEMBERS ONLY**SIGN UP NOW***. US LLP
H2: Join Our Team of Exceptional Tax Professionals
**MEMBERS ONLY**SIGN UP NOW***. US LLP is currently seeking an experienced Tax Partner to join our family office/high net worth tax practice. 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, and family offices.
As a Tax Partner at **MEMBERS ONLY**SIGN UP NOW***., you will have the opportunity to develop and pursue creative approaches to resolve client issues with the support of the firm. You will also have the ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, and work closely with clients as well as internal managers and partners.
We are looking for candidates with a Bachelor's degree in Accounting with CPA License or JD, 12+ years of continuous public accounting or family office tax experience, and strong experience with high net worth clients. Additionally, the ideal candidate will possess exceptional client service and communication skills, as well as the ability to develop and maintain outstanding client relationships.
**MEMBERS ONLY**SIGN UP NOW***. offers a competitive benefits and compensation package for all our people, including a generous time off policy and flexibility in scheduling. We also prioritize employee wellbeing by providing personalized, holistic programming for physical, emotional, financial, and community wellbeing. As an Affirmative Action and Equal Employment Opportunity employer, **MEMBERS ONLY**SIGN UP NOW***. is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
If you are a talented tax professional with a passion for serving high net worth clients, join our team at **MEMBERS ONLY**SIGN UP NOW***. US LLP and realize your full potential. Apply today in one of our many locations across the US, including Houston, Chicago, San Francisco, Orlando, St. Petersburg, Jacksonville, Los Angeles, Dallas, Tampa, Austin, New York, Miami, Irvine, and Boston.
SEO friendly job title: Tax Partner - Family Office - High Net Worth **MEMBERS ONLY**SIGN UP NOW***. US LLP
Bullet points:
- Join a high performing practice at **MEMBERS ONLY**SIGN UP NOW***. US LLP as a Tax Partner for family office/high net worth clients
- Use your expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities
- Plan client engagements, provide tax consulting services, manage compliance projects, and supervise and review work of team staff members
- Possess a Bachelor's degree in Accounting with CPA License or JD, 12+ years of continuous public accounting or family office tax experience, and strong experience with high net worth clients
- Competitive benefits and compensation package, including generous time off policy and flexibility in scheduling
- Prioritize employee wellbeing with personalized, holistic programming for physical, emotional, financial, and community wellbeing
- Affirmative Action and Equal Employment Opportunity employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities
- Apply in one of our many locations across the US, including Houston, Chicago, San Francisco, Orlando, St. Petersburg, Jacksonville, Los Angeles, Dallas, Tampa, Austin, New York, Miami, Irvine, and Boston
Salary information:
- Competitive salary and benefits package offered
- Exact salary will depend on qualifications and experience
Experience information:
- Bachelor's degree in Accounting with CPA License or JD required
- 12+ years continuous public accounting or family office tax experience
- Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
- Experience in the review of 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
- Proven ability to develop new business relationships and expand services to existing clients
