High Net Worth Tax Principal

Frazier & Deeter; Charlotte (NC); Remote; USD 115,000 - 140,000; Full time

Job summary

Join a rapidly growing Top 50 accounting & advisory firm as a Tax Principal. You will manage client engagements, provide tax consulting and compliance services, and lead a team while ensuring clients minimize their tax liabilities. With a focus on inclusion and professional development, this role offers a dynamic work environment and opportunities for growth.

Qualifications

• 10+ years of experience in HNW tax planning, compliance, and consulting.
• Active CPA license required.
• Deep understanding of estate, gift, and trust tax laws.

Responsibilities

• Manage and conduct high level review of complex tax returns.
• Lead tax engagements from start to finish.
• Develop and maintain strong client relationships.

Skills

Communication

Business Development

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

Tools

CCH Axcess

Microsoft Office Suite

Job description

3 days ago Be among the first 25 applicants

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary:

A Tax Principal works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties/Responsibilities:

• Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns


• Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities


• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery


• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs


• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively


• Monitor engagement profitability through managing budgets, billing, and client expectations effectively


• Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Education and Experience:

• A Bachelor’s degree and/orMaster’s degree in Accounting


• Active CPA license


• 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting


• Deep understanding of estate, gift, and trust tax laws and their application.


• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles


• Expertise in advanced wealth transfer strategies


• Drive business development by identifying opportunities to expand relationships with HNW clients and attract new clients to the firm


• Familiarity with family office services and private foundation structures


• Proven expertise in overseeing complex client engagements and delivering high-quality client service


• Ability to develop tax planning strategies for clients


• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite


• Experience supervising, training, developing, and reviewing the work of staff and senior associates

- remote

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Technology, Information and Internet

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