What You'll Do:

• Lead year-round planning and compliance efforts for entrepreneurial families, owners, and their operating entities.
• Develop tailored tax strategies in collaboration with partners and client advisors (e.g., wealth managers, attorneys).
• Oversee preparation and review of complex filings, including individual, entity, and multi-state returns.
• Translate complex tax concepts into practical recommendations for business leaders and founders.
• Stay sharp on federal and state tax changes; proactively apply insights to client planning.
• Contribute to advisory projects including entity structuring, succession planning, and exit readiness.
• Coach and review work from junior staff, supporting both technical and professional development.

What You Bring:

• Active CPA license
• 6+ years of relevant experience in tax compliance and advisory, preferably in a client-facing role
• Deep understanding of flow-through entities and high-income individuals
• Familiarity with tools like UltraTax, CCH, or similar; Excel expertise expected
• Strong communicator and collaborator, with a consultative mindset
• Able to prioritize effectively and lead projects with minimal oversight

Why This Role:

• Entrepreneurial culture with exposure to decision-makers
• Hybrid flexibility and modern tools/processes
• Competitive comp structure with performance incentives
• Strong pipeline of advisory work beyond tax season