ISP Tax Manager, Ultra-High-Net-Worth
Core
Consult and service wealthy family/family office tax clients through complex problem solving, creating tax efficiencies, minimizing risk, and managing multiple complex engagements.
Role type
Senior IC tax manager (UHNW)
Builds
Tailored tax strategies for affluent families, entities, and investment/estate planning vehicles
Domain
Tax advisory for Ultra-High-Net-Worth individuals and family offices
Required skills
Estate and gift taxation, cross-jurisdictional tax issues, team management, tax law and regulation updates, tax technology proficiency
Preferred skills
Network development for revenue channels, tax transformation strategy
Technologies
Microsoft Office, tax software
Responsibilities
Consult on complex tax matters including estate and gift planning; manage and review multiple engagements; coach junior team members; serve as business advisor to clients; develop internal and external networks
Seniority
Senior, hands-on IC
