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, and compliance.
Role type
Senior IC tax manager (family office)
Builds
Client tax engagements and strategic tax planning solutions
Domain
Professional services / Family Office / Taxation
Deliverable
client delivery
Required skills
Entity taxation, Individual taxation, Fiduciary taxation, Gift and estate taxation, Multi-state taxation, Strategic tax planning, Succession planning, Wealth transfer planning, Engagement leadership, Client relationship management
Preferred skills
LL.M. in Taxation, Master's in Taxation, Gift and estate taxation experience
Technologies
None stated
Responsibilities
Lead engagement teams for entity, individual, fiduciary, and gift/estate tax matters; Advise on structuring, modeling, and succession planning; Build new client relationships and participate in proposals; Develop and sustain relationships with centers of influence; Participate in local and national technical committees; Mentor and develop team members.
Seniority
Senior, hands-on IC with team leadership