High Net Worth Tax Principal

Frazier & Deeter; Atlanta (GA); Remote; USD 120,000 - 160,000; Full time

Job summary

A leading accounting and advisory firm is seeking a Tax Principal to lead tax engagements and provide exceptional service to clients. This role involves managing complex tax returns, advising on tax law changes, and participating in business development activities. The ideal candidate will have extensive experience in tax planning and compliance, along with strong leadership and communication skills. This is a full-time remote position offering significant growth opportunities.

Qualifications

• 10+ years in high-net-worth tax planning, compliance, and consulting.
• Deep knowledge of estate, gift, and trust tax laws.

Responsibilities

• Manage and review complex tax returns for individuals and businesses.
• Lead tax engagements from planning through delivery.
• Participate in business development activities to attract new clients.

Skills

Leadership

Client Relationship Management

Tax Law Knowledge

Communication

Education

Bachelor’s in Accounting

Master’s in Accounting

Active CPA License

Tools

CCH Axcess

Microsoft Office

Job description

Join Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter among U.S. accounting firms. With offices across the U.S. and in London, we offer diverse opportunities in a dynamic environment.

We prioritize training, mentoring, and development, emphasizing relationships and inclusion to foster growth in every aspect of life.

Job Summary:

The Tax Principal collaborates closely with partners, staff, and clients to plan, manage, review, and complete client engagements. We seek a motivated leader who will become an integral part of the firm and lead in the office.

Our goal is to help clients minimize tax liabilities while ensuring compliance with evolving laws. Services include consulting on stock options, international tax, investments, mergers, reorganizations, and liquidations.

Duties/Responsibilities:

1. Manage and review complex tax returns for individuals, businesses, and trusts.
2. Stay updated on tax law changes, advising clients accordingly.
3. Lead tax engagements from planning through delivery, monitoring budgets and fees.
4. Build strong client relationships through exceptional service and understanding their needs.
5. Lead meetings and presentations, clearly communicating tax concepts.
6. Manage engagement profitability by overseeing budgets, billing, and expectations.
7. Participate in business development activities to attract new clients.

Education and Experience:

1. Bachelor’s and/or Master’s in Accounting.
2. Active CPA license.
3. 10+ years in high-net-worth tax planning, compliance, and consulting.
4. Deep knowledge of estate, gift, and trust tax laws, including IRC Sections 671-679 and estate tax principles.
5. Experience with wealth transfer strategies and private client services.
6. Ability to develop tax strategies and oversee complex client engagements.
7. Proficiency with tax software (e.g., CCH Axcess) and Microsoft Office.
8. Experience supervising and developing staff.

Additional Details:

• Remote position.
• Seniority level: Director.
• Employment type: Full-time.
• Job functions: Accounting, Auditing, Finance.
• Industries: Technology, Information, Internet.