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Tax Principal
Finance
Pittsburgh, PA
Location: Pittsburgh, PA | Schedule: Full-time, on-site
Overview
An established professional services firm is seeking a Tax Principal to serve as a trusted advisor to high-net-worth individuals and families. This is a market-facing leadership position for an individual who is well connected within the business and professional community and has a strong reputation for exceptional client service.
What you'll do
- Advise high-net-worth individuals on complex tax matters
- Develop proactive, sophisticated tax planning strategies
- Provide guidance on estate planning
- Identify tax-saving opportunities for clients
- Work closely with attorneys, investment advisors, and family office professionals
- Oversee tax compliance and planning for individuals, trusts, estates, gifts, and related entities
- Develop new business and expand existing client relationships
Required qualifications
- Significant experience developing sophisticated tax planning strategies
- Strong track record building and maintaining client relationships
- Well connected within the business and professional community
- Strong reputation for exceptional client service
Why this role
This is a market-facing leadership opportunity to advise high-net-worth individuals and families, working alongside attorneys, investment advisors, and family office professionals.
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