Tax Partner - UHNW
Core
Lead tax advisor and strategist for ultra-high net worth families with complex, multi-generational wealth, serving as the primary point of accountability for tax outcomes.
Role type
Senior IC tax partner (UHNW)
Builds
Multi-year tax strategies, integrated wealth management solutions, and tax compliance frameworks for families with balance sheets exceeding $100M.
Domain
Wealth management / Ultra-high net worth family office / Tax strategy
Required skills
Advanced tax planning (individual, fiduciary, partnership, corporate, estate, gift), cross-border tax expertise, tax controversy management, team leadership, client relationship management
Preferred skills
CPA license, advanced degree in taxation (MST/LL.M.) or law degree, experience at family office or multi-family office, experience with entrepreneurs and business owners
Technologies
Tax software, financial planning tools
Responsibilities
Build practical, year-round, and multi-year tax strategies tailored to each family's goals; Lead and develop a select team of UHNW-focused tax professionals; Identify planning opportunities and risks arising from business transactions and cross-border exposure; Oversee tax compliance and lead responses to significant tax notices and examinations; Partner with wealth advisors to ensure fully integrated tax advice; Support new client development and evolve the tax service model.
Seniority
Senior, hands-on IC with leadership responsibilities
