Overview
Role: Responsible for advising ultra-high net worth clients on complex tax matters, including income, gift, estate, and trust returns.
Key Duties: Lead and manage client engagements, review tax analyses, serve as a trusted advisor on legislative and regulatory changes, and contribute to practice growth through business development and process improvements.
Team Leadership: Mentor and coach tax professionals, build strong client relationships, and oversee multiple teams to ensure client satisfaction.
Qualifications: Minimum five years (Senior Manager) or eight years (Manager) of relevant ultra-high net worth tax experience, CPA/EA/JD/LLM credentials, Bachelor's degree, and proven business development skills.
Skills: Excellent communication, leadership, analytical, and client management abilities.
Additional: Experience leading multiple engagements, developing staff, and a track record of fostering internal and external relationships.
Join a collaborative, innovative environment focused on high-profile clients and continuous growth.