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In-House
Attorney
Tax - General
Min 5 yrs required
Tax Manager / Senior Manager Private Markets Responsibilities: Serve as the trusted advisor to family offices on strategic, operational, and financial matters. Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; Provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families. Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives / objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests. Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction. Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with firm's Audit and Advisory practices. Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members. Additional Responsibilities for Senior Manager: Play a key role in growing firm's Closely Held Business/Family Office tax practice, both locally and on a national level.
Qualification and Experience
Qualifications: Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M. 5+ years of focused high net worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm. Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment. Excellent written and verbal communication skills with the ability to evaluate and articulate complex information. Additional Qualifications for Senior Manager: 8+ years of focused high net worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm. Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets.
Requisition #: 37900
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