Steuerberater/in Family Office
Core
Leading the expansion of a Multi-Family Office, managing asset aggregation, reporting, and controlling, and guiding generational transitions for client families.
Role type
Senior tax advisor with leadership responsibilities
Builds
Multi-Family Office services for wealthy families
Domain
Family Office / Wealth Management
Deliverable
client delivery
Required skills
Asset aggregation, financial reporting, controlling, team leadership, tax advisory, legal advisory coordination, generational transition planning
Preferred skills
Entrepreneurial mindset, pragmatic service orientation
Responsibilities
Coordinate and instruct Family Office staff, design processes, accompany tax and legal topics with external advisors, manage generational transitions, take over tax client mandates
Seniority
Senior, hands-on IC with leadership