Tax Principal - Elite Advisor for High-Net-Worth Families

Calqulate Metrics Ltd

Pittsburgh (Allegheny County)

On-site

USD 180,000 - 280,000

Full time

14 days+

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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

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

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