Remote Senior Tax Advisory Leader for UHNW Planning

Socha Capital; United States; Remote; USD 200,000; Full time

Benefits offered by this job

Unlimited PTO

Health insurance reimbursement

401(k) support

Professional development resources

Job summary

A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates should have at least 7 years of experience, preferably from a Big 4 or National Firm, and a CPA is highly valued. This position emphasizes strategic tax advisory over compliance work, providing a unique opportunity for impactful client engagement.

Qualifications

• 7-12+ years of progressive tax advisory experience.
• Experience in public accounting, family office, or private client services.
• Deep knowledge in tax planning for UHNW clients.

Responsibilities

• Lead sophisticated tax planning for various entities.
• Advise on liquidity events and multi-jurisdictional tax issues.
• Mentor junior team members and contribute to framework evolution.

Skills

Strong leadership

High analytical skills

Effective communication

Project management

Education

CPA preferred

JD/LLM (Tax)

Job description

A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates should have at least 7 years of experience, preferably from a Big 4 or National Firm, and a CPA is highly valued. This position emphasizes strategic tax advisory over compliance work, providing a unique opportunity for impactful client engagement.