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8 дней назад

Tax Senior Manager (Family Office)

126 100 - 253 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Tax Senior Manager (Family Office) (Private Client Taxation): Advising ultra-high-net-worth families on structuring, succession planning, wealth transfer, compliance, and complex entity, individual, fiduciary, gift, and estate taxation with an accent on family office services and multi-state tax matters. Focus on leading client engagements, developing collaborative teams, and building relationships that support client growth and new business.

Location: Washington DC Metro, United States; hybrid work aligned to an hirify.global office. Other location: Baltimore.

Compensation Range: $126,100–$253,000 per year, plus eligibility for a discretionary performance-based bonus.

Company

hirify.global provides professional services to middle-market clients, including integrated tax, business advisory, compliance, technology, and family office services.

What you will do

  • Advise family offices and multigenerational families on structuring, modeling, succession planning, wealth transfer planning, and tax compliance.
  • Lead entity, individual, fiduciary, gift, and estate tax engagements from planning through execution.
  • Anticipate client needs and collaborate with specialty tax and cross-line-of-business colleagues.
  • Participate in prospective client proposals, networking, thought leadership, and relationship development.
  • Build collaborative teams, develop and reward team members, and contribute to local and national committees.
  • Support client growth while aligning with hirify.global’s values, vision, and strategy.

Requirements

  • Bachelor’s degree in accounting or a business-related field.
  • Active CPA license in the state of residence, active Enrolled Agent license, active Attorney license, or a pre-approved alternative certification meeting hirify.global requirements.
  • At least 8 years of public accounting experience emphasizing private client taxation, including work with family offices and multigenerational families. Recent experience must include leading all aspects of client engagements and driving growth.
  • Proficiency in at least one area of entity or individual and fiduciary taxation, with an understanding of complex investments and related tax implications.
  • Familiarity with multi-state taxation.
  • Strong written and verbal communication skills, with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.

Nice to have

  • LL.M. in Taxation and/or a Master’s in Taxation.
  • Experience with gift and estate taxation.

Culture & Benefits

  • Hybrid workstyle combining flexibility with in-person connection and alignment to an hirify.global office.
  • Exposure to strategic tax planning, business advisory, and compliance work.
  • Customized career path, specialized training, annual goal setting, performance advisors, and coaching with real-time feedback.
  • Competitive benefits and compensation package.
  • Equal employment opportunity and reasonable accommodation for applicants with disabilities.

Hiring process

  • Applicants may request reasonable accommodation during the application and interview process.
  • Employment decisions may include consideration of education, skills, experience, certifications, and location.

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