Tax Manager, Private Wealth
Core
Deliver tax and business advisory services and tax compliance to High-Net-Worth individuals, trusts, family offices, and private businesses.
Role type
Senior IC tax manager (private wealth)
Builds
Proactive tax planning and strategic consulting solutions for affluent clients
Domain
Professional services / Tax advisory
Required skills
complex tax return preparation, federal/state tax compliance, estate and gift tax planning, generation skipping tax, strategic tax consulting, team mentoring, client relationship management
Preferred skills
supervisory experience, advanced degree in accounting, project management, analytical skills
Technologies
tax software, accounting systems
Responsibilities
Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns; Provide proactive tax planning and strategic consulting; Mentor and coach team members; Build relationships with high-net-worth clients and family offices
Seniority
Manager, hands-on IC with leadership duties