High Net Worth Tax Specialist

4 days ago


Portland, Maine, United States Distinct Full time

**About the Role:**

We are looking for an experienced Tax Principal to join our team at Distinct North America. As a key member of our team, you will be responsible for managing complex tax returns and planning for high net worth individuals, trust and estates clients. The ideal candidate will possess a strong understanding of tax regulations and laws, as well as excellent communication skills.

The selected candidate will be based in Portland, ME and will have the opportunity to work hybrid remotely. We offer a competitive salary of $170,000 - $220,000 per year, along with a comprehensive benefits package that includes health insurance, dental insurance, disability insurance, flexible schedule, flexible spending account, life insurance, opportunities for advancement, paid time off, tuition reimbursement, vision insurance, and work from home options.

Key responsibilities include:

  • Working with a lot of High Net Worth individuals, trust and estates clients
  • Build new and develop existing client relationships
  • Review a variety of complex tax returns including 1040, 1041, 701, as well as a variety of 1120 and 1065 returns
  • Tax planning and consulting

Requirements:

  • 8 years of experience in public accounting (Preferred)


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