High Net Worth Tax Specialist

3 weeks ago


Pittsburgh, Pennsylvania, United States Disability Solutions Full time

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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