Job Description:
• Serve as the primary tax leader for strategic alliance relationships with wealth management organizations
• Lead tax services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses
• Own tax strategy, delivery, and review of complex individual, fiduciary, and business tax returns
• Ensure engagements are technically sound, appropriately staffed, timely, and aligned with clients' tax, estate, and wealth planning objectives
• Manage relationships with wealth management professionals and clients as a trusted advisor
• Coordinate communications and provide tax perspectives on planning opportunities
• Lead, develop, and mentor tax professionals
• Delegate work and build team capabilities for increasingly complex engagements
• Identify and drive tax planning and advisory opportunities
• Oversee engagement staffing, workflow, and delivery using onshore/offshore resources, automation, and AI-assisted tools
• Collaborate across tax, accounting, bookkeeping, and advisory service lines
• Contribute to alliance and tax practice growth, service enhancement, talent development, and operational improvements
• Champion automation, AI-enabled solutions, and innovative service delivery models
• Maintain alignment with firm standards, policies, methodologies, technology initiatives, and strategic priorities
• Bridge the Strategic Alliance and broader Tax Practice
Requirements:
• 10+ years of public accounting experience
• 5+ years of supervisory experience
• CPA, JD, or EA license required
• Broad tax technical knowledge across high-net-worth individuals and business tax matters
• Experience representing clients before the IRS and state agencies
• Proficiency with CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office
• Experience leading teams and engagements using technology-enabled tax platforms, workflow automation tools, digital service delivery models, and innovative solutions
• Ability to champion emerging technologies, including AI-enabled solutions
• Strong analytical, organizational, and project management skills
• Exceptional communication, interpersonal, and relationship management skills
• Masters of Tax or LLM preferred
• Top 25 accounting firm experience preferred
Benefits:
• Competitive compensation and benefits
• Flexibility to manage personal and professional life
• Professional development support
• Collaborative and innovative work environment