Tax Practice Leader for UHNW Wealth - Flexible

Generations Wealth, LLC; Mason (OH); On-site; USD 140,000 - 230,000; Full time

Job summary

Generations Wealth, LLC is seeking an experienced Tax Practice Leader to oversee the tax function for ~60 high-net-worth families. You will own the complete tax relationship, provide sophisticated planning and compliance, and collaborate across a multidisciplinary advisory team.

The role involves leading workflows, coordinating with clients and staff, and shaping future tax processes and technology within a high-technical environment.

Qualifications

• Active CPA license required.
• 8–10+ years of progressive tax experience, with high-net-worth exposure.
• Experience serving high-net-worth families and complex individual returns.

Responsibilities

• Lead tax practice and annual compliance for multiple returns.
• Provide year-round tax planning and advisory services.
• Review financials and coordinate with bookkeepers and owners.
• Research complex tax matters and translate into practical guidance.
• Advise clients integrating tax with broader financial decisions.
• Manage tax notices with authorities.
• Collaborate across advisory teams for integrated solutions.
• Shape tax practice with staffing, tech, and process improvements.

Skills

Tax planning

Advanced advisory

Client service

Leadership

Project management

Education

CPA licensed

Bachelor's in accounting/related

Master of Taxation/LLM in Taxation (preferred)

Tools

CCH Axcess Suite

Secure document management systems

Job description

Generations Wealth, LLC is seeking an experienced Tax Practice Leader to oversee the tax function for ~60 high-net-worth families. You will own the complete tax relationship, provide sophisticated planning and compliance, and collaborate across a multidisciplinary advisory team.

The role involves leading workflows, coordinating with clients and staff, and shaping future tax processes and technology within a high-technical environment.