Senior Manager - Private Business & Family Advisory
Core
Deliver strategic business consulting, technical accounting review, and tax advisory to private clients and families.
Role type
Senior Manager, Private Business & Family Advisory
Builds
Tailored solutions for asset protection, business performance optimization, financial reporting, taxation, and succession planning.
Domain
Professional Services / Accounting & Tax
Deliverable
client delivery
Required skills
Financial statement review, Taxation expertise, Business performance analysis, Succession planning, Strategic advisory, Mentoring
Preferred skills
Proactive learning, Relationship building, Complex financial concept translation
Responsibilities
Review financial statements, management reports, budgets, and tax returns; Provide high-level technical support and strategic advice; Develop and present tailored solutions for business performance and asset protection; Collaborate with colleagues and mentor junior team members; Cultivate strong client relationships; Maintain up-to-date knowledge of tax legislation and accounting standards.