Tax Partner - Ultra High Net Worth
Core
Provide federal and state tax planning, consulting, structuring, and compliance services to ultra high net worth clients including real estate sponsors, owners, investors, developers, family partnerships, individuals, and trusts.
Role type
Tax Partner (Ultra High Net Worth)
Builds
Tax compliance and consulting services for real estate focused UHNW clients and family offices
Domain
Professional Services / Taxation / Real Estate
Deliverable
client delivery
Required skills
High-net-worth tax consulting, tax return review for wealthy individuals and entities, private client services (personal, trust, estate & gift, charitable taxation), flow through entity and partnership taxation, corporate taxation, state & local income and franchise tax, book of business management, engagement planning, team supervision
Preferred skills
Master's Degree in Taxation, Big 4 or large firm experience, Private Foundations experience, foreign asset reporting experience, new business development
Technologies
N/A
Responsibilities
Develop and implement solutions to clients' tax needs, partner on strategic clients, manage compliance projects, supervise and review work of team staff members, develop and pursue creative approaches to resolve client issues
Seniority
Partner, strategic leadership & business development