Senior Tax Advisor – Private Wealth & Investments

Are you a tax professional ready to take the next step in a more advisory, relationship-driven role? Our client, a full-service investment firm serving a sophisticated portfolio of high-net-worth individuals and families, is seeking a Senior Tax Advisor – Private Wealth & Investments to join its growing team.

This role sits within a sharp, collaborative tax group that values long-term relationships—both with clients and with one another. The firm offers a hybrid schedule with up to three days per week working from home, along with a welcoming, team-oriented culture that includes regular lunches and social outings.

• Prepare and review complex tax returns and supporting work papers for high-net-worth individuals, trusts, estates, partnerships, and S corporations
• Support tax planning strategies and research to address sophisticated private wealth and investment-related tax matters
• Assist with year-end close processes and contribute to accounting and client advisory projects
• Build and maintain strong client relationships, providing high-touch, consultative service
• Mentor junior team members and support their professional growth

• Bachelor’s degree in Accounting (CPA or CPA-eligible preferred)
• 2+ years of tax experience
  , ideally working with high-net-worth individuals or private clients
• Strong knowledge of individual, partnership, and S-Corp taxation
• Exposure to trust, estate, and gift taxation is a plus
• Excellent communication skills and a client-focused, advisory mindset

• Hybrid work schedule with up to 3 days per week working from home
• Collaborative, relationship-focused culture with frequent team lunches and social events
• Opportunity to work with sophisticated private wealth and investment clients nationwide
• Clear growth path as the firm continues to expand
• Supportive leadership that values development and long-term careers

At our clients’ request, only individuals with required experience will be considered.

Please note - if you have recently submitted your resume to a Pangea Two posting, your qualifications will be considered for other open opportunities.

Your resume will never be submitted to a client without your prior knowledge and consent to do so.