Tax Partner - Ultra High Net Worth
Core
Provide compliance and consulting tax services to high-net-worth multi-generational wealthy families, their private businesses, and investment entities.
Role type
Senior IC Tax Partner (Private Client Services)
Builds
Tax compliance solutions and strategic consulting for ultra-high-net-worth clients
Domain
Professional Services / Taxation / Private Wealth Management
Deliverable
client delivery
Required skills
High-net-worth tax consulting, multi-generational family tax planning, trust and estate taxation, gift taxation, charitable taxation, flow-through entity taxation, partnership taxation, corporate taxation, state and local income tax, franchise tax, book of business management, team supervision, complex tax law articulation
Preferred skills
Private foundation reporting, foreign asset/investment reporting, new business development
Technologies
N/A
Responsibilities
Plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients and internal managers, develop and maintain outstanding client relationships
Seniority
Partner, business development and leadership