Responsibilities
- Lead compliance and consulting services to high‑net‑worth individuals, multi‑generational affluent families, family offices
- Perform technical review of complex tax returns
- Advise and make recommendations to clients on business succession planning
Requirements
- An undergraduate degree in accounting or law required
- CPA or JD required
- Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts
- Six (6)+ years supervisory experience, mentoring and counseling associates
- Ability to lead and supervise others, provide exceptional client service
High Net Worth Tax Principal in chicago at Unknown Company
This position is listed as full time and onsite.