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, investors, family offices, and trusts.
Role type
Senior IC Tax Partner (UHNW)
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, federal and state tax planning, trust and estate taxation, partnership taxation, corporate taxation, multi-state SALT/Franchise tax, book of business management, team supervision
Preferred skills
Private foundation reporting, foreign asset/investment reporting, new business development
Technologies
N/A
Responsibilities
Develop and implement creative approaches to resolve client tax issues, partner on strategic clients, manage compliance projects, supervise and review work of team staff members, plan client engagements
Seniority
Partner, strategic leadership & business development
