Tax Principal

Markent Personnel; Pittsburgh (Allegheny County); On-site; USD 180,000 - 320,000; Full time

Job summary

Markent Personnel is seeking an experienced Tax Principal to lead high-net-worth client engagements and act as a trusted advisor to families and individuals in the Pittsburgh area.

This market-facing leadership role requires a strong reputation for client service, deep tax knowledge, and the ability to develop sophisticated planning strategies while expanding relationships with professionals 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 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

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