Exemplar Companies, PBC
11 - 50 employees
Founded 2005
💼 Consulting
📋 Compliance
💸 Finance
Consulting • Compliance • Finance
<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.
Senior Tax Associate
🕒 November 3
Where this job comes from
Posted on Exemplar Companies, PBC's careers page ↗, not through a job board
First seen by Remote Rocketship November 3
Still open on Exemplar Companies, PBC's site. Checked 47 minutes ago.
Exemplar Companies, PBC
11 - 50 employees
Founded 2005
💼 Consulting
📋 Compliance
💸 Finance
Consulting • Compliance • Finance
<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.
📋 Description
• Serve as a Senior Tax Associate of Exemplar Tax Strategies LLC • Bring and continue to manage an existing book of business and client relationships • Grow and develop new client relationships • Identify additional opportunities to serve existing clients through Exemplar's integrated professional services platform • Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners • Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory • Utilize Exemplar's technology and platform to enhance client service, efficiency, and business growth • Participate in networking, referrals, and business development activities • Maintain compliance with applicable regulations and firm policies
🎯 Requirements
• Established tax professional with an existing book of business • CPA, EA, or Tax Attorney required • Demonstrated experience managing client relationships • Proven ability to retain clients and grow a book of business • Strong communication and relationship-management skills • Entrepreneurial mindset and ability to operate independently • Commitment to a fiduciary, client-first approach • Alignment with Exemplar's values and culture • Preferred: bilingual • Preferred: experience serving HNW/UHNW clients • Preferred: experience with alternative investments/private markets tax advisory • Preferred: experience working with entrepreneurs, business owners, executives, or complex families • Preferred: existing professional referral network
🏖️ Benefits
• Greater flexibility and access to an integrated technology and professional services platform • Integrated technology platform designed to support the practice and client experience • Entrepreneurial model with flexibility and autonomy of a 1099 affiliation • Collaborative resources across wealth management, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives • Competitive payout structure designed for experienced credentialed tax professionals
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