About the role
The role involves advising high-net-worth clients on complex tax matters, particularly focusing on private client tax services for ultra-high net-worth individuals, trusts, and estates.
Responsibilities include reviewing and analyzing intricate individual income, gift, estate, and trust returns, serving as a trusted advisor on tax developments and regulatory changes, and leading multiple client engagement teams.
Additionally, the role requires contributing to the growth and improvement of the Family Office tax practice, mentoring staff, and maintaining strong client relationships.
Qualifications include a minimum of eight years of relevant ultra-high-net-worth tax experience, a bachelor's degree, and a recognized professional credential such as CPA, EA, or JD/LLM.
Strong business development skills, leadership in managing client teams, and excellent communication abilities are essential.
Key skills involve strategic advising, team management, and adeptness in complex tax analysis.
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