About this role
What You'll Do
• Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
• Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
• Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
• Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
• Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
• Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
• Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
• Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
• Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
• Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
• Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
• A large variety of client industries, allowing for diverse day‑to‑day tax projects
• Opportunities to build close, trusted relationships with clients
• An open environment that encourages new ideas and innovative methodologies
• Ongoing professional development and continuing education programs
• Access to multiple niche service and industry teams aligned with your interests
• A supportive, collaborative team environment
• A flexible work environment designed to support your professional and personal goals
• Opportunities for community involvement and impact
What You Bring
• Strong technical and analytical skills in private client tax services.
• Ability to manage deadlines and meet time constraints in a fast‑paced environment
• A relationship‑focused mindset with a passion for helping clients achieve their goals
• Desire to coach and develop tax associates through knowledge sharing
• Professional, inclusive demeanor that contributes to a positive team culture
• Willingness to support business development efforts
• 7+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
• 5+ years of direct private client tax services experience
• Bachelor's degree in accounting
• Active CPA license; CFP is a plus
• Working knowledge of Microsoft Office and tax preparation software
Pay
• The anticipated hiring range for this position is $132,200-$171,800 and is dependent on relevant experience, qualifications, and skills.
Benefits
• Comprehensive medical, dental, and vision coverage
• 401K, HSA, and FSA
• Eligibility for an annual performance bonus
• Disability and life assurance
• Generous Paid Time Off and Paid Care Leave
• Additional Programs and resources to support you and your family