Senior Tax Professional – High-Net-Worth Client Services
Senior Tax Professional – High-Net-Worth Client Services
Exemplar Companies | Remote | Full-Time
About Exemplar Companies
Exemplar Companies is a multidisciplinary professional services organization providing integrated solutions across tax, legal, business consulting, capital, strategic advisory, wealth management, and financial services.
We work with high-net-worth individuals, entrepreneurs, executives, investors, business owners, and their related businesses and entities.
Position Overview
Exemplar Companies is seeking an experienced Senior Tax Professional with 10+ years of client-facing tax and professional services experience to support high-net-worth individuals, business owners, entrepreneurs, executives, investors, partnerships, and related entities.
The successful candidate will have extensive hands-on experience preparing and filing complex federal and state tax returns for clients and will be comfortable managing a significant volume of tax filings throughout the year.
This is a client-facing tax and advisory position — not an internal corporate accounting or finance role.
We are looking for someone who has spent their career working directly with clients and understands the complexities that come with high-net-worth individuals, business owners, partnerships, pass-through entities, investments, real estate, and multi-state tax matters.
Key Responsibilities
- 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 potential 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 when client matters involve legal, estate-planning, investment, business, or strategic considerations.
- Identify opportunities where additional Exemplar services or professional expertise may benefit the client.
Required Qualifications
- 10+ years of professional tax and client-service experience.
- Significant experience working in a tax, accounting, CPA, advisory, family office, or other professional services environment.
- Extensive hands-on experience preparing and filing tax returns for clients.
- 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