[Hiring] Senior Tax Associate @Exemplar Companies

Role Description

Exemplar Tax Strategies is seeking an experienced tax professional with an established book of business, with a strong focus on business clients, to join our growing platform. This opportunity is designed for tax professionals who have already built a successful client practice and are looking for a better affiliation model, greater flexibility, and access to an integrated technology and professional services platform.

• Serve as a Senior Tax Associate of Exemplar Tax Strategies LLC.
• Bring and continue to manage an existing book of business and client relationships.
• Grow and develop new client relationships.
• Identify additional opportunities to serve existing clients through Exemplar's integrated professional services platform.
• Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners.
• Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory.
• Utilize Exemplar's technology and platform to enhance client service, efficiency, and business growth.
• Participate in networking, referrals, and business development activities.
• Maintain compliance with applicable regulations and firm policies.

Qualifications

• Established tax professional with an existing book of business.
• CPA, EA, or Tax Attorney required.
• Demonstrated experience managing client relationships.
• Proven ability to retain clients and grow a book of business.
• Strong communication and relationship-management skills.
• Entrepreneurial mindset and ability to operate independently.
• Commitment to a fiduciary, client-first approach.
• Alignment with Exemplar's values and culture.

Requirements

• Bilingual (preferred).
• Experience serving HNW/UHNW clients (preferred).
• Experience with alternative investments/private markets tax advisory (preferred).
• Experience working with entrepreneurs, business owners, executives, or complex families (preferred).
• Existing professional referral network (preferred).

Benefits

• Continue serving the clients and relationships you have already built.
• Introduce additional services and solutions to existing clients through Exemplar's broader platform.
• Access coordinated expertise across investments, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives.
• Benefit from an integrated technology platform designed to support your practice and client experience.
• Operate with the flexibility and autonomy of a 1099 affiliation.
• Work alongside professionals who can help address the increasingly complex needs of your clients.
• Competitive payout structure designed for experienced credentialed tax professionals.