Tax Manager - Private Wealth
Core
Tax Manager providing tax compliance, accounting, and advisory services to private wealth clients including ultra high net worth families, closely held businesses, and trust and estate work.
Role type
Senior IC Tax Manager (Private Wealth)
Builds
Tax compliance, accounting, and advisory services for private wealth clients
Domain
Accounting / Tax / Private Wealth
Required skills
Tax compliance, accounting, bookkeeping, financial analysis, client relationship management, team leadership, process improvement, regulatory knowledge
Preferred skills
Private wealth/family office experience, supervisory experience, advanced degree in accounting
Technologies
None stated
Responsibilities
Provide tax and advisory services to private wealth clients, oversee accounting and financial reporting, lead client engagements, manage team staffing and development, maintain knowledge of tax laws, ensure client profitability
Seniority
Manager, hands-on IC with supervisory duties