Tax Strategist (7+ Years, CPA, Masters or JD)

Summary

Senior technical leader responsible for advanced tax strategy, complex planning, and high-impact review for HNW families, family offices, and closely held operating and investment entities. Acts as a subject-matter resource across the platform and leads cross-functional initiatives. Big 4 private client or family office leadership experience strongly preferred.

Key Responsibilities

• Architect tax-efficient structures for operating companies, family investment partnerships, and special-purpose vehicles; lead implementation with legal and wealth teams.

• Lead complex planning: GRATs/IDGTs/SLATs, CRUT/CRAT strategies, QSBS, opportunity zones, 1202/1045 planning, multi-state residency, S-corp vs partnership optimization, 338(h)(10)/336(e) analyses, and M&A readiness.

• Oversee review of complex individual, trust, estate, partnership, and S-corporation returns; resolve high-judgment issues and finalize firm positions.

• Direct controversy strategy for audits and high-stakes notices; coordinate outside counsel as needed.

• Develop and promulgate firm positions, templates, checklists, and technical guidance; elevate review standards and cycle-time.

• Mentor managers and advisors; lead technical trainings and case studies.

• Evaluate and implement technology to improve modeling, workpaper integrity, and reviewer efficiency.

• Originate and scope planning projects; communicate value, risks, and trade-offs directly with clients and stakeholders.

Qualifications

• CPA required plus Masters in Taxation or JD (LLM in Tax a plus).

• 7+ years of advanced private client/partnership tax with extensive planning leadership.

• Deep command of flow-through taxation, wealth transfer strategies, investment partnership allocations, and multi-state issues.

• Demonstrated success leading complex restructurings, transactions, and family office initiatives.

• Exceptional technical writing, research, and client communication.

• High-net-worth client base and Big 4/large-firm pedigree strongly preferred.

Compensation

• Base salary: $140,000–$225,000

• Bonus: 14% of base

• Benefits: executive-level benefits package, retirement plan participation, CPE/Bar dues, select conference attendance