HNW Tax Partner

4 weeks ago


Chicago, Illinois, United States Jobot Full time
Join a leading public accounting firm as a dynamic and highly-motivated High Net Worth (HNW) Tax Partner. As a seasoned professional with extensive experience in tax planning and compliance for high net worth individuals, you will be pivotal in delivering sophisticated tax solutions for our clients, who include some of the most successful entrepreneurs, executives, and families.

**Key Responsibilities:**

* Provide comprehensive tax planning and compliance services for high net worth individuals, trusts, estates, and gift taxes.
* Lead and manage a team of tax professionals, fostering a supportive and collaborative environment.
* Develop and maintain strong relationships with clients to understand their unique needs and provide tailored tax solutions.
* Collaborate with other departments to ensure a coordinated and comprehensive approach to client service.
* Oversee the preparation and review of complex individual, trust, gift, and estate tax returns.
* Leverage your sales and business development skills to expand our client base and enhance our firm's reputation in the market.
* Stay abreast of current tax laws and regulations to ensure our clients receive the most up-to-date and accurate advice.

**Requirements:**

* Certified Public Accountant (CPA) designation is required.
* Minimum of 10+ years of experience in tax planning and compliance for high net worth individuals.
* Proven track record in sales and business development.
* Comprehensive understanding of individual, trust, gift, and estate tax.
* Exceptional leadership and team management skills.
* Strong interpersonal skills with the ability to build and maintain relationships with clients.
* Excellent problem-solving skills with the ability to provide innovative tax solutions.
* Ability to stay current with tax laws and regulations.
* Commitment to upholding the highest standards of professionalism and ethics.

This is a fantastic opportunity for a seasoned tax professional to take their career to the next level. If you have the required experience and are ready for a challenging yet rewarding role, we would love to hear from you.
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