Tax Principal

RON SUNSHINE ASSOCIATES LLC; Pittsburgh (Allegheny County); On-site; USD 150,000 - 300,000; Full time

Job summary

Top Echelon LLC seeks an experienced Tax Principal to serve as a trusted advisor to high-net-worth individuals and families. This market-facing leadership role requires a strong reputation for exceptional client service and the ability to develop sophisticated tax planning strategies.

The successful candidate will build and maintain relationships with clients, collaborate with attorneys, investment advisors, and family-office professionals, oversee compliance and planning for individuals,

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