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Senior Tax Associate
Exemplar Companies, PBC. Serve as a Senior Tax Associate of Exemplar Tax Strategies LLC .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax advisory services with a strong focus on managing client relationships and growing a book of business. Proficient in serving high-net-worth and ultra-high-net-worth clients while maintaining compliance with regulations and firm policies.
Highest-signal resume keywords
CPAEATax AttorneyClient Relationship ManagementHNW/UHNW Client Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Tax AdvisoryAlternative Investments Tax AdvisoryBusiness DevelopmentCompliance ManagementClient Retention Strategies
Soft Skills
Strong Communication SkillsRelationship ManagementEntrepreneurial MindsetIndependent Operation
Tools & Technologies
Exemplar Technology Platform
Certifications & Qualifications
CPAEATax Attorney
Industry Keywords
High-Net-Worth IndividualsUltra-High-Net-Worth IndividualsWealth ManagementBusiness AdvisoryFiduciary Approach
About the role
Key responsibilities & impact- Serve as a Senior Tax Associate of Exemplar Tax Strategies LLC
- Bring and continue to manage an existing book of business and client relationships
- Grow and develop new client relationships
- Identify additional opportunities to serve existing clients through Exemplar's integrated professional services platform
- Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners
- Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory
- Utilize Exemplar's technology and platform to enhance client service, efficiency, and business growth
- Participate in networking, referrals, and business development activities
- Maintain compliance with applicable regulations and firm policies
Requirements
What you’ll need- Established tax professional with an existing book of business
- CPA, EA, or Tax Attorney required
- Demonstrated experience managing client relationships
- Proven ability to retain clients and grow a book of business
- Strong communication and relationship-management skills
- Entrepreneurial mindset and ability to operate independently
- Commitment to a fiduciary, client-first approach
- Alignment with Exemplar's values and culture
- Preferred: bilingual
- Preferred: experience serving HNW/UHNW clients
- Preferred: experience with alternative investments/private markets tax advisory
- Preferred: experience working with entrepreneurs, business owners, executives, or complex families
- Preferred: existing professional referral network
Benefits
Comp & perks- Greater flexibility and access to an integrated technology and professional services platform
- Integrated technology platform designed to support the practice and client experience
- Entrepreneurial model with flexibility and autonomy of a 1099 affiliation
- Collaborative resources across wealth management, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives
- Competitive payout structure designed for experienced credentialed tax professionals