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HNW Tax Professional

Preferred Location:
South-West,West
Open to Relocation:
No
We are currently representing a HNW senior level tax professional seeking to transition into the RIA arena. Details below:
  • Works directly with high-net-worth clients, providing strategic guidance and managing complex tax situations
  • CPA, MST, 9+ years at a public accounting firm with 6 at his current firm
  • Existing personal network includes individuals with 8 to 9 figure net worth
  • Regularly handles client meetings manages client communication
  • Exploring roles with compensation packages of 165k+

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