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/business tax)
Builds
Tailored comprehensive tax and business planning solutions
Domain
Professional services / Taxation / Private Client
Deliverable
client delivery
Required skills
Entity taxation (Partnership, S Corp, C Corp), Individual taxation, Fiduciary/Gift/Estate taxation, Client engagement management, Strategic tax planning, Tax law compliance
Preferred skills
LL.M. or Master's in Taxation, International tax experience, Private client taxation experience
Technologies
Tax preparation software, Firm collaboration 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 growth with existing and prospective clients; Review research findings for policy and standard consistency
Seniority
Senior, hands-on IC with people leadership potential