Senior Tax Professional – High-Net-Worth Client Services

Exemplar Companies, PBC

Senior Tax Professional preparing complex federal and state returns for high-net-worth clients. Providing tax planning and advisory support within a multidisciplinary professional services firm.

Posted 8/19/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in preparing and reviewing complex federal and state tax returns for high-net-worth individuals and business owners, with a strong focus on tax planning, compliance, and client relationship management. Proficient in managing multi-state tax issues and collaborating with various financial professionals to optimize clients' tax positions.

Highest-signal resume keywords

10+ Years Tax ExperienceCPA Or Enrolled Agent DesignationExtensive Experience With Forms 1040, 1065, 1120, 1120-S, 1041Strong Analytical And Research SkillsClient Communication And Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ComplianceTax PlanningMulti-State Tax IssuesK-1 ManagementPartnerships And S CorporationsInvestment Income AnalysisIRS CorrespondenceTax Strategy OptimizationWealth-Transfer Matters

Soft Skills

Attention To DetailOrganizationProfessional JudgmentClient CommunicationRelationship Management

Tools & Technologies

Professional Tax Preparation SoftwareMicrosoft Excel

Certifications & Qualifications

CPAEnrolled Agent (EA)

Industry Keywords

High-Net-Worth IndividualsBusiness OwnersTrustsEstatesFamily OfficeProfessional ServicesTax AdvisoryWealth AdvisorsEstate-Planning AttorneysTax Controversy Matters

About the role

Key responsibilities & impact

Prepare and review complex federal and state tax returns for high-net-worth individuals, business owners, partnerships, and related entities
Prepare and review Forms 1040, 1065, 1120, 1120-S, 1041, and related schedules and filings
Manage tax matters involving multiple K-1s, partnerships, S corporations, LLCs, trusts, investment income, real estate holdings, and other pass-through entities
Manage a substantial portfolio of client tax returns and filing deadlines
Work directly with clients to gather information, resolve questions, explain tax matters, and ensure accurate and timely filings
Review prior-year returns and client financial information to identify errors, inconsistencies, and potential tax-planning opportunities
Provide tax planning and advisory support throughout the year, including estimated tax calculations and year-end planning
Advise clients on tax strategies, deductions, write-offs, and opportunities to optimize their overall tax position
Analyze complex tax matters involving basis, passive activity limitations, capital gains and losses, business income, investment activity, and real estate
Prepare and review multi-state individual and business tax returns
Assist clients with IRS and state tax notices, amended returns, examinations, and other tax authority correspondence
Research federal and state tax issues and determine appropriate tax treatment
Maintain accurate and organized tax workpapers and supporting documentation
Collaborate with attorneys, financial professionals, consultants, and other advisors on legal, estate-planning, investment, business, or strategic matters
Identify opportunities where additional Exemplar services or professional expertise may benefit clients
Understand clients' broader financial and business objectives and recognize intersections between tax matters and other affairs
Support clients with multiple businesses, investment entities, partnerships, real estate holdings, trusts, and other complex structures
Participate in engagements involving business transactions, restructuring, acquisitions, dispositions, succession planning, and other strategic initiatives
Coordinate with applicable advisors when issues require additional professional expertise
Communicate tax implications clearly to tax and non-tax professionals

Requirements

What you’ll need

10+ years of professional tax and client-service experience
Significant experience in a tax, accounting, CPA, advisory, family office, or other professional services environment
Extensive hands-on experience preparing and filing client tax returns
Demonstrated experience serving high-net-worth individuals and business owners
Experience preparing and reviewing complex individual and business tax returns
Strong experience with Forms 1040, 1065, 1120, 1120-S, 1041, and related filings
Extensive experience with partnerships, S corporations, LLCs, K-1s, trusts, investments, and pass-through entities
Experience handling multi-state tax returns and tax issues
Demonstrated ability to manage a significant volume of client tax filings and deadlines
Strong understanding of federal and state tax compliance
Strong analytical and research skills with the ability to independently identify and resolve tax issues
Excellent client communication and relationship-management skills
Ability to explain complex tax concepts clearly to clients and other professionals
Strong attention to detail, organization, discretion, and professional judgment
Proficiency with professional tax preparation software and Microsoft Excel
CPA or Enrolled Agent (EA) designation preferred
Experience serving ultra-high-net-worth individuals and families
Experience advising entrepreneurs, executives, investors, and closely held businesses
Experience providing proactive tax planning and strategy
Experience advising clients on deductions, write-offs, tax optimization, and year-end planning
Experience with trusts, estates, gifting, and wealth-transfer matters
Experience assisting with IRS or state examinations, notices, or tax controversy matters
Experience working alongside tax attorneys, estate-planning attorneys, wealth advisors, or other professional advisors
Experience in a multidisciplinary professional services environment

Benefits

Comp & perks

Work directly with high-net-worth individuals, business owners, executives, and investors
Build long-term client relationships
Participate in tax planning and advisory work in addition to compliance
Collaborate with professionals across multiple disciplines
Work in a growing, entrepreneurial professional services environment
Opportunity to contribute to a broader client advisory platform