Tax Principal

True North Consultants, Inc.; Pittsburgh (Allegheny County); On-site; USD 180,000 - 300,000; Full time

Job summary

True North Consultants, Inc. seeks an experienced Tax Principal to serve as a trusted advisor to high-net-worth individuals and families in a market-facing leadership role.

The ideal candidate will bring significant experience developing sophisticated tax planning strategies while building and maintaining strong client relationships. This role involves collaborating with attorneys, investment advisors, and family office professionals to oversee tax compliance and planning for individuals,

Qualifications

• Extensive experience developing sophisticated tax planning strategies for high-net-worth individuals.
• Proven ability to build and maintain strong client relationships.
• Strong leadership and market-facing capabilities.
• Collaborates with attorneys, investment advisors and family offices.

Responsibilities

• Advise high-net-worth individuals
• Develop proactive tax planning strategies
• Provide guidance on estate planning
• Identify tax-saving opportunities
• Work closely 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

High-net-worth advisory

Client relationship management

Leadership

Collaboration with professionals

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