Key skills
LeadershipCollaboration
About this role
Role Overview
- Lead the setup and ongoing operations of the new tax division, including shaping processes, workflows, and technology stack (in collaboration with firm leadership and consultants).
- Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness.
- Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections to optimize outcomes.
- Collaborate closely with financial advisors to align tax strategies with clients' investment, retirement, and estate plans, participating in client meetings and prospect discussions as needed.
- Provide clear, approachable education and consultations to clients on tax topics, filing requirements, and opportunities.
- Contribute to firm growth by supporting liquidity events, equity compensation planning, and other special projects where tax expertise adds value.
Requirements
- CPA license required.
- 7-10+ years of progressive tax experience, with strong preference for background in wealth management, family offices, or serving high-net-worth clients.
- Hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with in-depth knowledge of federal, state, and local tax laws.
- Proven ability to provide tax consulting and advisory services to high-net-worth individuals/families, including estate, gift, and trust matters (business returns a plus but not required).
- Strong relationship-management skills with the ability to explain complex tax concepts clearly and build trust with clients and advisors.
- Entrepreneurial mindset with ambition, humility and tech saviness. Comfortable shaping a new vertical dynamically.
Benefits
- Competitive Compensation
- Comprehensive benefits package
- Paid Time Off (PTO)
- Collaborative, team-oriented environment that values autonomy, precision, and professional growth.