Tax Principal

Aspire Talent Solutions; Pittsburgh (Allegheny County); On-site; USD 150,000 - 260,000; Full time

Job summary

Aspire Talent Solutions is seeking an experienced Tax Principal to act as a trusted advisor to high-net-worth individuals and families in a market-facing leadership capacity. You will develop sophisticated tax planning strategies and build strong client relationships to deliver exceptional service.

The ideal candidate will bring significant experience and a proven reputation within the business and professional community, working closely with attorneys and family office professionals to expand

Qualifications

• Significant experience developing sophisticated tax planning strategies.
• Strong client relationship skills at senior levels.
• Well connected within the business community with a reputation for exceptional client service.

Responsibilities

• Advise high-net-worth individuals and families.
• Develop proactive tax planning strategies.
• Provide guidance on estate planning and wealth transfer.
• 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.

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