Federal Tax Partner - Family Office or UHNW
Core
Senior tax partner leading complex tax engagements for single-family, multi-family, and virtual-family office clients, focusing on structuring, succession planning, and wealth transfer.
Role type
Senior tax partner (Family Office/UHNW)
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, trust and estate tax, cross-border planning, governance advisory, business development, Big Four background
Technologies
Microsoft Excel
Responsibilities
Advise on full spectrum of tax services including structuring and modeling, succession planning, and wealth transfer; Lead teams in delivery of tax services; Manage multiple engagements and client portfolios; Identify technical tax matters and guide teams through complex issues; Maintain ongoing client relationships; Support growth through pipeline development and market-facing activity; Manage profitability and engagement economics; Coach and develop high-performing teams.
Seniority
Senior, hands-on IC with leadership responsibilities