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Frazier & Deeter · 1 day ago

High Net Worth Tax Principal

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Frazier & Deeter is a rapidly growing Top 50 accounting & advisory firm known for its commitment to training and inclusion. The Tax Principal will manage and conduct high-level reviews of complex tax returns, lead engagements, and develop strong client relationships while staying current with tax laws and regulations.

Accounting

Growth Opportunities

Responsibilities

Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns

Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities

Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery

Develop and maintain strong client relationships by providing exceptional service and understanding their business needs

Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively

Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Qualification

Active CPA licenseHNW tax planningEstate tax law expertiseTax preparation softwareBusiness developmentClient relationship managementSupervising staffCommunication skills