Tax Principal

Calqulate; Pittsburgh (Allegheny County); On-site; USD 180,000 - 280,000; Full time

Job summary

Calqulate Metrics Ltd in Pittsburgh seeks an experienced Tax Principal to serve as a trusted advisor to high‑net‑worth individuals and families, guiding sophisticated tax planning with exceptional client service. The role is market‑facing and leadership‑level, requiring deep relationships within business and professional communities and a track record of building long‑term client partnerships.

You will oversee tax compliance and planning for individuals, trusts, estates, gifts, and related

Qualifications

• Significant experience developing sophisticated tax planning strategies for high-net-worth individuals and families.
• Strong client service orientation and ability to build long-term relationships with clients and professionals.
• Leadership experience in a market-facing advisory role.

Responsibilities

• Advise high-net-worth individuals and families on tax matters.
• Develop proactive tax planning strategies.
• Provide guidance on estate planning.
• Identify tax-saving opportunities.

Skills

Tax planning

Client advisory

Relationship building

Leadership

Market facing

Strategic thinking

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