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Posted: 10/16/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance and strategic planning for high-net-worth clients, with a strong focus on mentoring and team collaboration. Proficient in technology-driven tax workflows and committed to continuous professional growth.
Highest-signal resume keywords
CPA, EA, Or JD Designation7+ Years Of ExperienceHigh-Net-Worth Client ManagementThomson Reuters ExperienceTax Compliance And Planning
About the role
Key responsibilities & impact- Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide
- Lead tax planning conversations with financial advisors, presenting strategy and projections in client-facing meetings
- Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions
- Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships
- Mentor junior staff and promote professional growth across the team
- Ensure tax compliance while identifying strategic planning opportunities
- Contribute to process improvements and refine workflow to support scalability as the Tax team grows
- Collaborate with investment, estate, and financial planning professionals across comprehensive wealth strategy engagements
Requirements
What you’ll need- Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level
- Growth mindset – desire to improve, learn, and evolve in a high-performing team
- Ability to thrive in a fast-paced and dense environment during tax season
- Interest in building a long-term career with access to unique career paths and advancement opportunities
- Bachelor’s degree in Accounting or related field
- CPA, EA, or JD designation required
- 7+ years of experience in a similar setting
- Proven experience working with high-net-worth individuals and family entities
- Proficiency in technology-driven tax workflows; Thomson Reuters experience preferred
- Strong communication and interpersonal skills, with a client-first mindset
- Comfortable managing multiple priorities in a fast-paced, collaborative environment
- Applicants must be authorized to work for any employer in the U.S.
Benefits
Comp & perks- Salary + highly competitive annual bonus targets
- Incentive equity opportunities available for high performers
- Relocation bonus available
- Opportunities for advancement, education, and equity
- Health, dental, and vision insurance – day 1
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Return ReviewTax Projections PreparationCharitable StrategiesRetirement PlanningRoth ConversionsMulti-State FilingsK-1 Activity ManagementTax ComplianceProcess ImprovementWorkflow Refinement
Soft Skills
Strong Communication SkillsInterpersonal SkillsClient-First MindsetGrowth MindsetAbility To Manage Multiple Priorities
Tools & Technologies
Technology-Driven Tax WorkflowsThomson Reuters
Certifications & Qualifications
CPAEAJD
Industry Keywords
High-Net-Worth ClientsPrivate EquityExecutive CompensationTax PlanningWealth Strategy Engagements