Principal Tax Advisor responsible for client relationship management, tax return review and signing, staff development, and complex tax advisory services.
Compensation
$95,000- $125,000
Responsibilities
Maintain and grow a dedicated client portfolio
Develop deep, trusted advisor relationships with clients
Proactively identify and communicate tax planning opportunities
Conduct client meetings and presentations
Manage client expectations and ensure timely deliverables
Requirements
Active CPA license in good standing
Advanced degree (MST, LLM in Taxation) strongly preferred
Provide broad administrative support to the Tax team and serve as a first point of contact for tax clients to deliver a warm, accurate, and timely client experience.
Responsibilities
Serving as a first point of contact for tax clients by answering, screening, and routing incoming calls promptly, and resolving client questions directly when possible.
Sending, receiving, and logging incoming and outgoing mail and client documents.
Organizing and maintaining client tax files in paper and digital form.
Scanning and logging tax organizers and client documents, as well as tracking return status changes in the firm’s tax software.
Processing tax organizers, returns, and filings through mail and electronic platforms.
Requirements
Associate’s or Bachelor’s degree in business, accounting, or a related field
Senior Associate in the Ultra High Net Worth Multi-Generational Families team focusing on complex estate and income tax planning and compliance for high net‑worth individuals and corporate executives.
Responsibilities
Plan and execute tax engagements including compliance and strategic consulting
Review work to ensure high quality results
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain strong client relationships
Review complex individual income tax returns (Form 1040)
Requirements
Bachelor’s or master’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: experience with real estate industry tax preparation
Nice to have: experience with international tax matters
Senior Associate in the Ultra High Net Worth Multi-Generational Families team focusing on complex estate and income tax planning and compliance for high net‑worth individuals and corporate executives.
Responsibilities
Plan and execute tax engagements including compliance and strategic consulting
Review work to ensure high quality results
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain strong client relationships
Review complex individual income tax returns (Form 1040)
Requirements
Bachelor’s degree in accounting or business-related field
Senior Associate in the Ultra High Net Worth Multi-Generational Families tax team, responsible for complex individual and partnership tax planning, compliance, and client advisory.
Responsibilities
Plan and execute tax engagements including compliance and strategic consulting
Review work to ensure high quality results
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain strong client relationships
Review complex individual income tax returns (Form 1040) for high net‑worth individuals
Requirements
Bachelor’s or Master’s degree in accounting or business-related field
Senior Associate in Ultra High Net Worth Tax team focusing on complex estate and income tax planning for high net-worth individuals and corporate executives.
Responsibilities
Plan and execute tax engagements including compliance and strategic consulting
Review work for quality assurance
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain client relationships
Prepare individual and partnership tax returns and related schedules
Requirements
Bachelor’s or master’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: Experience with SurePrep
Nice to have: Experience with international tax matters
Prepare tax returns, support planning conversations, research tax questions, and collaborate with clients and advisors in a wealth management environment.
Compensation
The Staff Tax Associate is a full-time, salaried role with a competitive benefits package and performance-based bonus potential.
Responsibilities
Prepare individual, fiduciary, exempt, corporate, and partnership returns
Help prepare federal and state estimated tax payments
Research tax questions and summarize findings
Draft responses to IRS and state notices
Build projections and analyses for planning conversations
Requirements
Bachelor’s degree in accounting, finance, taxation, or a related field
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