Principal

Job Juncture; Pittsburgh (Allegheny County); On-site; USD 180,000 - 260,000; Full time

Job summary

Job Juncture in Pittsburgh, PA seeks an experienced Tax Principal to act as a trusted advisor to high-net-worth individuals and families. This market-facing leadership role requires building strong client relationships while developing sophisticated tax planning strategies.

The ideal candidate will bring substantial experience in planning for individuals, trusts, estates, gifts, and related entities, and will drive new business by expanding existing relationships with professionals in the

Qualifications

• Experience developing sophisticated tax planning strategies.
• Strong track record with high-net-worth clients and families.
• Excellent leadership and relationship-building skills.

Responsibilities

• Develop proactive tax planning strategies for high-net-worth individuals and families.
• Identify tax-saving opportunities and communicate them to clients.
• Collaborate with attorneys, investment advisors and family office professionals to optimize client outcomes.
• Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.
• Develop new business and expand existing client relationships within the market.

Skills

Tax planning

Client relationship management

Leadership

Business development

Tax compliance

Job description

We are seeking an experienced Tax Principal. This individual will serve as a trusted advisor to high-net-worth individuals and families.

The ideal candidate will bring significant experience developing sophisticated tax planning strategies while building and maintaining strong client relationships. This is a market-facing leadership position for an individual who is well connected within the business and professional community and has a strong reputation for exceptional client service.

• Develop proactive tax planning strategies
• Identify tax-saving opportunities
• Work closely attorneys, investment advisors and family office professionals
• Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities.
• Develop new business and expand existing client relationships

I am willing to relocate for a new position

I do not and will not require sponsorship to work in the US

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