Senior Tax Professional – High-Net-Worth Client Services

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🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟠 Senior

📁 Client Services

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Exemplar Companies, PBC

WebsiteLinkedInAll Job Openings

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

• Prepare and review complex federal and state tax returns for high-net-worth individuals, business owners, partnerships, and related entities • Prepare and review Forms 1040, 1065, 1120, 1120-S, 1041, and related schedules and filings • Manage tax matters involving multiple K-1s, partnerships, S corporations, LLCs, trusts, investment income, real estate holdings, and other pass-through entities • Manage a substantial portfolio of client tax returns and filing deadlines • Work directly with clients to gather information, resolve questions, explain tax matters, and ensure accurate and timely filings • Review prior-year returns and client financial information to identify errors, inconsistencies, and potential tax-planning opportunities • Provide tax planning and advisory support throughout the year, including estimated tax calculations and year-end planning • Advise clients on tax strategies, deductions, write-offs, and opportunities to optimize their overall tax position • Analyze complex tax matters involving basis, passive activity limitations, capital gains and losses, business income, investment activity, and real estate • Prepare and review multi-state individual and business tax returns • Assist clients with IRS and state tax notices, amended returns, examinations, and other tax authority correspondence • Research federal and state tax issues and determine appropriate tax treatment • Maintain accurate and organized tax workpapers and supporting documentation • Collaborate with attorneys, financial professionals, consultants, and other advisors on legal, estate-planning, investment, business, or strategic matters • Identify opportunities where additional Exemplar services or professional expertise may benefit clients • Understand clients' broader financial and business objectives and recognize intersections between tax matters and other affairs • Support clients with multiple businesses, investment entities, partnerships, real estate holdings, trusts, and other complex structures • Participate in engagements involving business transactions, restructuring, acquisitions, dispositions, succession planning, and other strategic initiatives • Coordinate with applicable advisors when issues require additional professional expertise • Communicate tax implications clearly to tax and non-tax professionals

🎯 Requirements

• 10+ years of professional tax and client-service experience • Significant experience in a tax, accounting, CPA, advisory, family office, or other professional services environment • Extensive hands-on experience preparing and filing client tax returns • Demonstrated experience serving high-net-worth individuals and business owners • Experience preparing and reviewing complex individual and business tax returns • Strong experience with Forms 1040, 1065, 1120, 1120-S, 1041, and related filings • Extensive experience with partnerships, S corporations, LLCs, K-1s, trusts, investments, and pass-through entities • Experience handling multi-state tax returns and tax issues • Demonstrated ability to manage a significant volume of client tax filings and deadlines • Strong understanding of federal and state tax compliance • Strong analytical and research skills with the ability to independently identify and resolve tax issues • Excellent client communication and relationship-management skills • Ability to explain complex tax concepts clearly to clients and other professionals • Strong attention to detail, organization, discretion, and professional judgment • Proficiency with professional tax preparation software and Microsoft Excel • CPA or Enrolled Agent (EA) designation preferred • Experience serving ultra-high-net-worth individuals and families • Experience advising entrepreneurs, executives, investors, and closely held businesses • Experience providing proactive tax planning and strategy • Experience advising clients on deductions, write-offs, tax optimization, and year-end planning • Experience with trusts, estates, gifting, and wealth-transfer matters • Experience assisting with IRS or state examinations, notices, or tax controversy matters • Experience working alongside tax attorneys, estate-planning attorneys, wealth advisors, or other professional advisors • Experience in a multidisciplinary professional services environment

🏖️ Benefits

• Work directly with high-net-worth individuals, business owners, executives, and investors • Build long-term client relationships • Participate in tax planning and advisory work in addition to compliance • Collaborate with professionals across multiple disciplines • Work in a growing, entrepreneurial professional services environment • Opportunity to contribute to a broader client advisory platform