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 Individual Contributor (Tax Senior Manager)
Builds
Client tax engagements and strategic tax planning solutions for ultra-high net worth families.
Domain
Professional Services / Family Office Taxation
Deliverable
client delivery
Required skills
Entity taxation, Individual taxation, Fiduciary taxation, Gift and estate taxation, Multi-state taxation, Client engagement leadership, Business advisory, Strategic tax planning, Team management, Networking
Preferred skills
LL.M. in Taxation, Master's in Taxation, Experience with complex investments
Technologies
None stated
Responsibilities
Lead engagement teams for entity, individual, fiduciary, and gift/estate tax matters; Advise on structuring, modeling, and succession planning; Build client relationships and participate in proposals; Develop and sustain relationships with centers of influence; Participate in local and national technical committees.
Seniority
Senior, hands-on IC with leadership responsibilities