If you are a strategic thinker with deep technical expertise and a passion for guiding complex client situations, this role offers the platform to make a meaningful difference while building and mentoring a high-performing team.

Responsibilities

• Lead comprehensive tax strategy, planning, compliance, and risk management for individuals, trusts, partnerships, private investment vehicles, and related entities.
• Develop and implement proactive, tax-efficient strategies aligned with investment and estate planning objectives.
• Ensure timely and accurate preparation and review of individual, trust, partnership, and pass-through entity tax filings.
• Monitor and interpret changes in federal, state, and local tax laws, assessing implications for clients and the organization.
• Provide expert guidance on complex tax matters, including multi-state taxation, carried interest, private equity and alternative investments, estate and gift tax planning, and structuring of family entities.
• Oversee tax audits, inquiries, projections, and estimates, and establish internal policies and procedures to ensure scalability and mitigate risk.
• Build, mentor, and lead a high-performing tax team, fostering professional development and excellence.
• Collaborate closely with senior leadership to support strategic initiatives, client acquisition, and long-term organizational growth.

Qualifications

• Bachelor’s degree and active CPA license required.
• Minimum of 10 years of progressive tax experience, with substantial exposure to high-net-worth individuals, trusts, partnerships, and investment-related tax matters.
• Experience in wealth management, family offices, public accounting with private client services, or investment management strongly preferred.
• Strong technical tax knowledge, excellent judgment, and the ability to translate complex tax concepts into practical guidance.
• Proven leadership and team management experience, with outstanding communication skills and the ability to work effectively with clients, advisors, and senior executives.