Job Title: Tax Partner - Family Office - High Net Worth
Job Responsibilities:
The Tax Partner in the family office/high net worth tax practice is responsible for providing compliance and consulting services to high net worth, multi-generational wealthy families, their private businesses, investment entities, and family offices. The role requires expertise in taxation to effectively diagnose, develop, and implement solutions for clients' tax needs. The Tax Partner will:
- Provide tax consulting services for family office/high net worth clients.
- Develop creative approaches to resolve client issues with the support of the company.
- Plan client engagements and manage compliance projects.
- Supervise and review the work of team staff members.
- Work closely with clients, internal managers, and partners.
- Support financial growth efforts and manage a book of business.
- Maintain and develop outstanding client relationships.
- Articulate complex information and tax law effectively through strong verbal and written communication skills.
Education and Experience Information:
Basic Qualifications:
- Bachelor's degree in Accounting with a CPA License or JD required.
- 12+ years of continuous public accounting or family office tax experience.
- Strong experience with high net worth clients, covering personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
- Experience in reviewing tax returns for wealthy family members, their trusts, investment entities, and private businesses (including sectors such as Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants). Exposure to business returns is a plus but not required.
- Strong verbal and written communication skills.
Preferred Qualifications:
- Master's Degree in Taxation or Law Degree.
- Experience working for a Big 4 or large national, regional, or local accounting firm.
- Experience working with Private Foundations.
- Exposure to reporting and filings related to foreign assets, investments, and holdings.
- Proven ability to develop new business relationships and expand services to existing clients.
Salary Information:
The company offers a competitive benefits and compensation package. This includes flexibility in the schedule to balance life’s demands while maintaining the ability to serve clients. For more information on the total rewards package, visit the company's career benefits webpage.
Legal and Equal Opportunity Information:
All applicants will receive consideration for employment as the company does not tolerate discrimination or harassment based on a wide range of characteristics protected under federal, state, or local law. Accommodation for applicants with disabilities is available upon request. The company is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Additionally, the company will consider qualified applicants with arrest or conviction records in accordance with applicable law, including various Fair Chance Acts and Ordinances.
