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