Tax Partner - Global Family Office Enterprise
Core
Senior tax leader advising single-family, multi-family, and virtual-family office clients on structuring, succession planning, wealth transfer, and tax compliance.
Role type
Senior tax partner (client service & business development)
Builds
Integrated tax solutions for complex family enterprises
Domain
Professional services / Tax / Family Office
Deliverable
client delivery
Required skills
Tax advisory, client relationship management, team leadership, engagement management, business development, financial modeling, project management
Preferred skills
Family office experience, partnership taxation, trust and estate tax, cross-border tax planning, governance advisory, center of influence cultivation
Technologies
Microsoft Excel
Responsibilities
Lead tax engagements for family offices, manage client portfolios and engagement economics, coach and develop high-performing teams, drive business development and referral growth, coordinate cross-functional solutions
Seniority
Senior, hands-on IC with leadership responsibilities