Attorney in Austin, TX

In-House

Austin, TX

Attorney in Austin, TX

Non-practicing Attorney

Min 12 yrs required

No

Job Title: Tax Partner - Family Office - High Net Worth

Job Responsibilities:
The Tax Partner role at the company involves providing compliance and consulting services to high net worth multi-generational families, their private businesses, investment entities, and family offices. The candidate will be responsible for:
- Utilizing expertise in taxation to address the tax needs of family office/high net worth clients.
- Developing and implementing solutions through effective diagnosis and analytical skills.
- 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.
- Maintaining and developing outstanding client relationships through exceptional client service and communication skills.
- Articulating complex information and tax law efficiently.

Education and Experience Information:
- A Bachelor's degree in Accounting with a CPA License or JD is required.
- A minimum of 12 years of continuous public accounting or family office tax experience is necessary.
- Strong experience with high net worth clients, including personal taxation, trust taxation, estate & gift taxation, and charitable taxation.
- 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 across various sectors such as Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants.
- Ability to plan engagements, provide tax consulting services, and manage compliance projects.
- Strong verbal and written communication skills.
- Preferred qualifications include a Master's Degree in Taxation or Law Degree, experience with a Big 4 or large national, regional or local accounting firm, and experience working with Private Foundations.
- Exposure to reporting and filings related to foreign assets, investments, and holdings.

Salary Information:
While specific salary figures are not provided, the company offers a competitive benefits and compensation package. This includes flexibility in scheduling to balance personal and professional demands, empowering employees to serve clients effectively.

Additional Information:
The company is committed to equal employment opportunities and does not tolerate discrimination or harassment based on various protected characteristics. Reasonable accommodation is available for applicants with disabilities during the recruitment process. The company will consider qualified applicants with arrest or conviction records in accordance with applicable laws.