Tax Principal

The Keystone Distinction Group; Pittsburgh (Allegheny County); On-site; USD 180,000 - 240,000; Full time

Job summary

The Keystone Distinction Group seeks an experienced Tax Principal to serve as a trusted advisor to high-net-worth individuals and families. This market-facing leadership role focuses on developing sophisticated tax planning strategies while building and maintaining strong client relationships.

The ideal candidate is well connected within the business and professional community and has a proven track record of exceptional client service, collaborating closely with attorneys, investment advisors

Qualifications

• Significant experience developing sophisticated tax planning strategies.
• Build and maintain strong client relationships.
• Market-facing leadership role with extensive community connections.

Responsibilities

• Advise high-net-worth individuals and families on tax planning.
• Develop proactive tax planning strategies to optimize outcomes.
• Provide guidance on estate planning matters and wealth transfer.
• Identify tax-saving opportunities for clients and entities.
• Collaborate with 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.

Skills

Tax planning

Client relations

Leadership

Business development

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.

• Advise high-net-worth individuals
• Develop proactive tax planning strategies
• Provide guidance on estate planning
• 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