Tax Partner - UHNW-Investment Fund Executives

What you’d do

Lead tax client service for ultra high net worth clients, advising on individual, trust and entity income tax planning and compliance, wealth transfer, and charitable and retirement planning. Manage multiple engagements and coordinate teams across specialties. Full time. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Bachelor's in accounting or related field
• Active CPA license or equivalent credential
• Senior tax client service leadership experience
• UHNW individual, trust and entity tax expertise
• Managing multiple engagements or client portfolios