In-House
Jacksonville, FL
Attorney in Jacksonville, FL
Non-practicing Attorney
Min 12 yrs required
No
Job Title: Tax Partner - Family Office - High Net Worth
Job Responsibilities:
The Tax Partner in the Family Office - High Net Worth division is responsible for providing compliance and consulting services to high net worth multi-generational wealthy families, their private businesses, investment entities, and family offices. Key responsibilities include:
- Utilizing expertise in taxation to effectively diagnose, develop, and implement solutions to clients' tax needs.
- Developing and pursuing creative approaches to resolve client issues with the support of the company.
- Planning client engagements and managing compliance projects.
- Supervising and reviewing the work of team staff members.
- Working closely with clients as well as internal managers and partners.
- Supporting financial growth efforts and managing a book of business.
- Providing exceptional client service and communication, developing and maintaining outstanding client relationships.
- Articulating complex information and tax law through strong verbal and written communication skills.
Education and Experience Information:
Basic Qualifications:
- A Bachelor's degree in Accounting with a CPA License or JD is required.
- 12+ years of continuous public accounting or family office tax experience.
- Strong experience with high net worth clients, including personal taxation, trust taxation, estate and gift taxation, charitable taxation, and exposure to flow-through entities and partnership taxation and corporate taxation.
- Experience in the review of tax returns for wealthy family members, their trusts, investment entities, and private businesses, including those in 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.
Preferred Qualifications:
- A 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 for all employees. The package includes flexibility in scheduling to balance life's demands while maintaining the ability to serve clients. Further details about the total rewards can be found on the company's website.
Legal Terminology:
The company ensures equal employment opportunities and does not tolerate discrimination or harassment based on race, color, creed, religious beliefs, sex, gender, sexual orientation, national origin, age, disability, citizenship, political affiliation, medical condition, military status, genetic characteristics, or any other characteristic protected by law. Accommodation for applicants with disabilities is available upon request throughout the recruitment process. The company also considers qualified applicants with arrest or conviction records in compliance with applicable laws, such as the California Fair Chance Act and other relevant ordinances.
Jun 25, 2025
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Jun 17, 2025
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