Job Title: Senior Tax Manager - Wealth Management / Family Office / UHNW
Job Summary:
We are seeking a highly experienced Senior Tax Manager to join our team in providing tax planning and compliance services to our high net worth clients in the wealth management and family office sectors. The ideal candidate will have a deep understanding of tax laws and regulations, as well as a proven track record of successfully managing complex tax matters for ultra-high net worth individuals and families.
Responsibilities and Duties:
- Develop and implement tax strategies to minimize tax liabilities for clients
- Prepare and review tax returns for individuals, trusts, partnerships, and other entities
- Provide tax planning advice on investments, estate planning, and charitable giving
- Coordinate with internal and external stakeholders, including financial advisors, attorneys, and other professionals
- Stay current on tax laws and regulations to ensure compliance and identify opportunities for tax savings
- Manage a team of tax professionals and oversee their work on client engagements
- Build and maintain strong relationships with clients and provide exceptional client service
Qualifications and Skills:
- Bachelor's degree in accounting, finance, or related field
- CPA or JD required
- Minimum of 7 years of experience in tax planning and compliance, preferably with high net worth clients
- Strong knowledge of federal and state tax laws and regulations
- Excellent analytical and problem-solving skills
- Ability to communicate complex tax concepts in a clear and concise manner
- Proven leadership and team management skills
- Client-focused with a commitment to delivering high-quality work
#SeniorTaxManager #WealthManagement #FamilyOffice #UHNW #TaxCompliance #TaxPlanning #HighNetWorth #CPA #JD #TaxLaws #ClientService #Leadership #TeamManagement #USJobs #JobOpportunity #TaxProfessional