Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities.
Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning, and generation skipping tax.
Build on technical competence by keeping up-to-date on trends, developments, and technical authorities and apply them to complex situations.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
Support the growth and development of team members.

Bachelor’s degree in accounting from an accredited college/university; Licensed CPA, JD, or EA.
Eight (8)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
Five (5)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service
Highly developed software and Microsoft Suite skills.
Eligibility to work in the U.S. without sponsorship preferred

Tax Senior Manager, Private Wealth

Key skills