REMOTE Tax Partner - High Net Worth (top 100 firm)

Leoforce; Tampa (FL); Remote; USD 200,000 - 350,000; Full time

Benefits offered by this job

Equity compensation

Hybrid work

Unlimited PTO

Paid holidays

Medical/dental/vision

401K match

Job summary

Leoforce is seeking a Remote Tax Partner with a high net worth focus for a top 100 firm, offering equity compensation and a clear path to partnership. The role requires C-Level experience and leads tax planning, compliance, and client advisory for high net worth individuals.

Based in the Tampa, FL area but operating remotely, you will oversee tax strategies, manage compliance, build client relationships, and contribute to growth through thought leadership and marketing initiatives.

Qualifications

• Bachelor's degree in Accounting/Finance (CPA preferred)
• 5+ years in tax focusing on high net worth individuals
• Strong knowledge of tax accounting, tax law, planning, advisory, and compliance
• Excellent communication and interpersonal skills
• Proactive entrepreneurial mindset with business development aptitude
• Commitment to exceptional client service and firm growth

Responsibilities

• Provide comprehensive tax planning and advisory services for high net worth clients
• Oversee tax compliance including preparation and review of returns and projections
• Develop and implement tailored tax strategies to minimize liabilities
• Stay updated on tax law changes to advise proactively
• Build and maintain client relationships and understand client needs
• Collaborate with partners and team for coordinated client service
• Provide thought leadership and contribute to firm growth
• Experience with trusts, estates, and wealth planning

Skills

Analytical skills

Communication

Entrepreneurial mindset

Client service

Team collaboration

C-Level experience

Strategic thinking

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation or CPA

Job description

REMOTE Tax Partner - High Net Worth (top 100 firm)

Location: Tampa,FL, US

Experience: C-Level
Salary: $200,000 - $350,000 per year

Job Details

Responsibilities

• 1. Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
• 2. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
• 3. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
• 4. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
• 5. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
• 6. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
• 7. Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.
• 8. Experience with trust, estates, wealth planning.

Qualifications

• 1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
• 2. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
• 3. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
• 4. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
• 5. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• 6. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
• 7. A commitment to delivering exceptional client service and contributing to the firm's growth and success.

If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.

A bit about us:

We are mid-sized firm seeking a dynamic and experienced Tax Partner - High Net Worth (REMOTE) to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.

Why join us?

• Partner - equity comp
• High net worth focus - average client is over $10 million in net worth
• Hybrid
• Unlimited PTO
• Paid holidays
• Medical/dental/vision
• 401K match