Lead Tax Advisor

Harness Wealth

Harness Wealth

United States
Posted on Thursday, May 2, 2024

Build Your Tax Practice- Powered by Harness

At Harness, our mission is to provide the next generation of entrepreneurial builders confidence in the path to their best financial future. We aim to make bespoke tax and financial advice accessible, intuitive, and valuable by building a holistic wealth platform.

Harness is looking to empower experienced and talented tax advisors to establish their own practices. You will work directly with our team to build the tax practice you’ve envisioned for yourself. We will provide a full suite of time-saving technology, concierge-style human support, tailored client introductions and a community of tax professionals to guide you in establishing a successful and valuable practice.

You will:

  • Receive high-quality client introductions that match your experience and areas of specialty
  • Serve as a trusted advisor to your clients
  • Drive a world-class client experience
  • Operate and manage the tax compliance, tax planning, and additional advisory services for your practice
  • Prepare complex returns for both individual and entity taxpayers

The ideal candidate:

  • Has an entrepreneurial mindset
  • Has experience at a Top 50 tax firm with signing authority (manager or above)
  • Wants to start a tax practice with mitigated risk
  • Embodies the highest level of professionalism and integrity
  • Is able to build and maintain high-quality relationships with clients
  • Has substantial experience navigating complex tax scenarios with clients and guiding them with their tax planning and compliance needs
  • Has an existing book of business – preferred, but not required

Required experience:

  • Currently has the following licenses or designations: CPA, EA, LLM- tax, MST
  • At least 8 years of US tax experience

Featured non-employment benefits:

  • Business development through top-quality client introductions
  • Technology to power your practice
  • Operational and client concierge support
  • Peer support, CPE opportunities, expert resources, and coaching
  • Harness will assist with identifying quality human capital solutions for your practice

We value people with a diversity of experiences. Harness is proud to be an equal opportunity workplace and does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please read more about our commitment to diversity and inclusion here-