High Net Worth Tax Principal

Job not on LinkedIn

July 5

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

💰 Tax

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Frazier & Deeter

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Finance • B2B • Enterprise

Frazier & Deeter is a top 50 accounting and advisory firm based in the United States, providing a comprehensive range of services including tax compliance and consulting, auditing, wealth planning, and advisory support. With a strong focus on various industries such as real estate, manufacturing, healthcare, technology, and others, the firm is recognized for its expertise and innovative solutions. Frazier & Deeter is committed to making a difference through its client-centric approach, deep industry insights, and a culture that invests in people. The firm operates globally with offices in multiple major cities, offering tailored solutions to meet the complex financial and strategic needs of its diverse clientele.

201 - 500 employees

💸 Finance

🤝 B2B

🏢 Enterprise

📋 Description

• A Tax Principal works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. • Help clients minimize their tax liability while keeping them in compliance with ever-changing tax laws. • Provide consulting and compliance tax services, offering several additional services, including stock option planning and international tax advice. • Provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. • Manage and conduct high level review of complex tax returns for individual clients, business returns and trust returns. • Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities. • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery. • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs. • Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively. • Monitor engagement profitability through managing budgets, billing, and client expectations effectively. • Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients.

🎯 Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting • Active CPA license • 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting • Deep understanding of estate, gift, and trust tax laws and their application. • Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles • Expertise in advanced wealth transfer strategies • Drive business development by identifying opportunities to expand relationships with HNW clients and attract new clients to the firm • Familiarity with family office services and private foundation structures • Proven expertise in overseeing complex client engagements and delivering high-quality client service • Ability to develop tax planning strategies for clients • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite • Experience supervising, training, developing, and reviewing the work of staff and senior associates

🏖️ Benefits

• Competitive salary • Annual bonuses • Comprehensive health insurance • Retirement savings plans