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
Taxation (US federal, state, local) + Private Wealth
Required skills
Complex tax return review, estate & gift tax planning, succession planning, partnership/corporate taxation, multi-state SALT/franchise tax, client advisory, team supervision
Preferred skills
Mentoring associates, continuous technical learning, entrepreneurial networking
Technologies
N/A
Responsibilities
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state 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 team member development
Seniority
Senior, hands-on IC with supervisory duties