Manager/Senior Manager, Private Business & Family Advisory
Core
Provide accounting, advisory, and tax services to a diverse client base, focusing on asset protection, business performance, reporting, and generational change management.
Role type
Manager/Senior Manager, Private Business & Family Advisory
Builds
Client advisory solutions and financial reporting
Domain
Accounting, Taxation, Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Accounting expertise, Taxation knowledge, Financial statement review, Budget and cash flow forecasting, Business reporting, Stakeholder management, Team mentorship
Preferred skills
Continuous learning, Integrity, Relationship building
Technologies
Financial reporting tools, Tax software
Responsibilities
Review financial statements and management reports, Prepare income tax returns and business activity statements, Collaborate across business areas, Mentor and review work of colleagues
Seniority
Senior, hands-on IC with leadership responsibilities