Tax Principal - High-Net-Worth Private Client

Ilocatum

Pittsburgh (Allegheny County)

In loco

USD 180.000 - 280.000

Tempo pieno

14 giorni+

Aumenta le possibilità di ricevere una risposta da questo recruiter

Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Descrizione del lavoro

Ilocatum seeks an experienced Tax Principal to advise high-net-worth families and individuals. The role focuses on sophisticated tax planning, estate guidance, and building durable client relationships through trusted advisory services.

The position requires a market-facing leader with a strong professional network and a track record of exceptional client service across tax planning and compliance domains.

Competenze

Significant experience developing sophisticated tax planning strategies.
Strong reputation for exceptional client service.
Well connected within the business and professional community.

Mansioni

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

Conoscenze

Client relationship management

Tax planning

Descrizione del lavoro

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