Federal Tax Partner - Family Office or UHNW
Core
Lead tax engagements and advise single-family, multi-family, and virtual-family office clients on structuring, modeling, succession planning, wealth transfer, and tax compliance.
Role type
Senior tax partner (Family Office/UHNW)
Builds
Integrated tax solutions for complex 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, financial modeling
Preferred skills
Family office experience, partnership taxation, trust and estate taxation, cross-border tax planning, governance advisory, business transition strategies
Technologies
Microsoft Excel
Responsibilities
Advise clients on full spectrum of tax services including structuring and modeling, succession planning, and wealth transfer; Lead teams in delivery of tax services coordinating across capabilities and geographies; Manage multiple engagements or client portfolios monitoring status and economics; Identify technical tax matters and guide teams through complex issues; Support responsible growth through pipeline development and market-facing activity; Coach and develop high-performing teams
Seniority
Senior, hands-on IC with leadership responsibilities