This person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development. Prepare, review, and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, multi-state, etc.).