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 compliance.
Role type
Senior tax partner (client service & team leadership)
Builds
Integrated tax solutions for family enterprises
Domain
Professional services / Family Office / Wealth Management
Deliverable
client delivery
Required skills
Tax planning, client relationship management, team leadership, engagement management, business development, project management, technical tax judgment
Preferred skills
Family office experience, partnership taxation, estate and gift tax, cross-border planning, governance advisory, business development, Big Four background
Technologies
Microsoft Excel
Responsibilities
Lead tax engagements for complex family office clients; Manage and develop high-performing teams; Drive business growth and pipeline development; Oversee engagement economics and profitability; Coordinate cross-functional solutions across geographies and specialties.
Seniority
Senior, hands-on IC with leadership responsibilities