Tax Partner – High Net Worth
Our client is a national public accounting firm with a robust private equity and investment partnership clientele.  The partners in these firms require our client to have the best tax talent in their High Net Worth Tax team to assist with their annual HNW tax filings. Our client is looking for a Tax Partner to develop and deliver quality tax consulting services and products for High-Net-Worth Individuals and Family Groups.

Responsibilities:

  • Personal, fiduciary, foundation, gift and estate Tax compliance and consulting. 
  • Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
  • Manage, develop and grow a team.
  • Act as a High Net Worth Tax Subject Matter Expert  

Requirements:

  • CPA
  • High Net Worth Tax experience 10+ years
  • Engagement management experience
  • Experience interfacing with High Net Worth Individuals and Families
  • Exceptional organizational skills
  • Exceptional communication skills – verbal & written
  • Ability to manage, grow and mentor a team
  • Must be a Leader
  • Compensation $300.0K (based on experience) plus bonus plus exceptional benefits.
  • Email resume to sflaherty@daleyaa.com

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