Tax Senior Manager, Private Wealth
Core
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, estates, and trusts in managing, preserving, and transitioning wealth.
Role type
Senior IC tax manager (private wealth)
Builds
Proactive tax planning and strategic consulting for wealthy individuals and private businesses
Domain
US Tax Law / Private Wealth Management
Deliverable
client delivery
Required skills
complex individual tax return review, partnership/S-corp tax planning, trust/estate/gift tax expertise, charitable planning, generation skipping tax, business succession planning, multi-state SALT/franchise tax knowledge, supervisory experience
Preferred skills
mentoring associates, networking with external advisors
Technologies
N/A
Responsibilities
Perform technical review of complex individual, partnership, S-corp, trust, estate, and gift tax returns; Lead engagements delivering proactive tax planning and strategic consulting; Advise clients on business succession planning; Manage client engagement staffing and profitability targets; Support the growth and development of team members
Seniority
Senior, hands-on IC with supervisory responsibilities