Tax Principal

H.T. Prof Executive Search; Pittsburgh (Allegheny County); Hybride; USD 180 000 - 320 000; Plein temps

Résumé du poste

Htprof seeks an experienced Tax Principal to advise high-net-worth individuals and families, shaping sophisticated tax strategies and preserving family wealth. This market-facing leadership role requires a strong professional network, exceptional client service, and the ability to build durable relationships with attorneys, advisors and family offices.

You will lead tax planning for individuals, trusts, estates and related entities, while developing new business and expanding current client

Qualifications

• Extensive experience in high-net-worth tax planning.
• Strong client-relations and communication skills.
• Proven leadership in market-facing roles.

Responsabilités

• Develop proactive tax planning strategies.
• Identify tax-saving opportunities for clients.
• 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.

Connaissances

Tax planning

Relationship building

Leadership

Business development

Description du poste

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.

• Develop proactive tax planning strategies
• 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