Tax Principal: Strategic Advisor to Wealthy Private Clients

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

Job summary

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.

Qualifications

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

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

Client relationship management

Tax planning

Job description

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.