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-jurisdictional tax planning, trust and estate taxation, partnership and corporate taxation, business tax returns, client relationship management, team supervision
Preferred skills
Big 4 or large firm experience, private foundation experience, foreign asset reporting, new business development
Technologies
N/A
Responsibilities
Plan client engagements, provide tax consulting, manage compliance projects, supervise team staff, work closely with clients and internal managers
Seniority
Senior, hands-on IC with leadership responsibilities