Principal

Join our team as a senior leader in tax advisement, serving as a key confidant to affluent individuals and families. We are looking for someone with a deep understanding of crafting advanced tax strategies and nurturing robust client connections. This leadership role demands a professional with an established presence in the local business sphere and a track record of delivering unparalleled client experiences.

Key responsibilities include:
- Offering expert advice to affluent clientele
- Designing forward-looking tax strategy initiatives
- Delivering insightful estate planning counsel
- Identifying opportunities for tax optimization
- Collaborating with legal professionals, investment experts, and family office personnel
- Managing compliance and planning for various financial entities
- Leading efforts in business development and cultivating enduring client relationships