High Net Worth Tax Specialist
3 weeks ago
Job Summary
We are seeking a highly skilled High Net Worth Tax Specialist to join our team at Disability Solutions. This role involves providing federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
The ideal candidate will have a strong background in federal tax compliance, planning, and consulting, with experience working with high-net-worth individuals, privately-owned businesses, investment partnerships, estates, and trusts.
Responsibilities
- Manage and mentor a team of tax professionals
- Develop and implement tax strategies for high-net-worth clients
- Collaborate with firm leadership to drive business development and growth
Requirements
- Bachelor's degree in Accounting or related field
- Master's degree in Accounting or related field preferred
- CPA certification with 7+ years of experience in federal tax compliance, planning, and consulting
Benefits
- Competitive salary: $150,000 - $180,000 per year
- Medical, dental, and vision insurance
- 401(k) plan with employer match and profit sharing
- Optional HSA with employer contribution
- Pet insurance and gym membership
About Us
Disability Solutions is a full-service national accounting, advisory, and consulting firm dedicated to helping professionals achieve their ambitions. Our goal is to balance high development with high performance to meet the long-term goals of each individual, team, and our firm.
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