Tax Manager - Private Company
Core
Advise business owners on business and tax opportunities including succession planning, wealth transfer, and compliance for closely held businesses, ultra-high net worth individuals, and small family offices.
Role type
Senior IC tax manager (private company practice)
Builds
Tailored comprehensive tax and business planning solutions for private clients
Domain
Professional services / Taxation / Private Wealth
Deliverable
client delivery
Required skills
Entity taxation (Partnership, S Corp, C Corp), Individual taxation, Fiduciary/Gift/Estate taxation, Tax compliance, Engagement management, Strategic tax planning
Preferred skills
LL.M. in Taxation, International tax experience, Private client taxation experience
Technologies
Tax preparation software, Firm research tools
Responsibilities
Advise clients on succession and wealth transfer planning; Manage and oversee engagement teams for various entity types; Collaborate with specialists on estate, state/local, and international tax; Communicate complex tax issues to clients and internal teams; Drive business development with existing and prospective clients; Review research findings for consistency with firm policies.
Seniority
Senior, hands-on IC with people leadership responsibilities