Tax Senior Manager - Family office
Core
Advise family offices and multi-generational families on a full spectrum of tax services including structuring, modeling, succession planning, wealth transfer planning, and tax compliance.
Role type
Senior IC tax manager (family office)
Builds
Client tax engagements and strategic tax planning solutions
Domain
Private wealth / Family office taxation
Deliverable
client delivery
Required skills
entity taxation, individual taxation, fiduciary taxation, gift and estate taxation, multi-state taxation, tax structuring, tax modeling, engagement leadership, business development
Preferred skills
LL.M. in Taxation, Master's in Taxation, specialized experience in gift and estate taxation
Technologies
None stated
Responsibilities
Lead engagement teams for entity, individual, fiduciary, and gift/estate tax matters; advise on structuring and modeling; anticipate client needs and collaborate with specialty tax areas; participate in prospective client proposals; build and develop collaborative teams; participate in technical committees; develop relationships with clients and centers of influence
Seniority
Senior, hands-on IC with team leadership