Tax Principal

Tom Trese Networking LLC; Pittsburgh (Allegheny County); On-site; USD 150,000 - 230,000; Full time

Job summary

Tom Trese Networking LLC seeks an experienced Tax Principal to act as a trusted advisor to high-net-worth individuals and families, leading sophisticated tax planning initiatives and building key client relationships.

The role emphasizes market-facing leadership, expanding the firm’s client base, and delivering exceptional service through strategic tax guidance and proactive planning.

Qualifications

• Proven experience advising high-net-worth individuals and families.
• Strong client relationship-building and networking skills.
• Leadership in a market-facing role.
• Experience coordinating with attorneys and financial professionals.

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

Leadership

Tax planning

Client relations

Estate planning

Business development

High-net-worth clients

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