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
Tax advisory for private wealth and family offices
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
complex individual/partnership/S-corp/trust/estate/gift tax return review, federal estate/gift/charitable planning, business succession planning, multi-state SALT/franchise tax expertise, supervisory experience
Preferred skills
mentoring associates, continuous learning in tax strategies
Technologies
N/A
Responsibilities
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns; Lead multiple 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 responsibilities