Tax Senior Manager – Family Office
Core
Advise family offices and multi-generational families on strategic tax planning, structuring, succession planning, and compliance.
Role type
Senior IC tax manager (private client/family office)
Builds
Client tax engagements and relationships for ultra-high net worth families
Domain
Professional services / Taxation / Family Office
Deliverable
client delivery
Required skills
entity taxation, individual taxation, fiduciary taxation, gift and estate taxation, multi-state taxation, client engagement leadership, team management
Preferred skills
LL.M. in Taxation, Master's in Taxation, specialized experience in gift and estate taxation
Technologies
tax modeling tools, compliance software
Responsibilities
Advise on full spectrum of tax services including structuring and modeling; lead engagement teams for entity, individual, fiduciary, and gift/estate taxation; anticipate client needs and collaborate with specialty tax areas; participate in prospective client proposals; build collaborative teams and develop team members; participate in technical committees; develop relationships with clients and centers of influence
Seniority
Senior, hands-on IC with team leadership