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2 дня 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 (Tax Advisory): Advising family offices and multigenerational families on structuring, succession planning, wealth transfer planning, and tax compliance with an accent on private client taxation, complex investments, and multi-state tax matters. Focus on leading entity, individual, fiduciary, and gift and estate tax engagements, developing client relationships, and building collaborative teams.

Location: Chicago, United States; hybrid workstyle aligned to an hirify.global office with regular in-person collaboration based on client, team, development, and relationship-building needs.

Compensation range: $126,100–$253,000 annually.

Company

hirify.global provides professional services to middle-market clients and operates a Family Office Enterprise team supporting single, multi, and virtual family offices and families approaching liquidity events.

What you will do

  • Advise family offices and multigenerational families on tax structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
  • Lead client engagements covering entity, individual, fiduciary, and gift and estate taxation.
  • Anticipate client needs and collaborate with specialty tax and cross-line-of-business colleagues.
  • Support proposals, develop new client relationships, and build relationships through networking, thought leadership, and community involvement.
  • Build collaborative teams, develop and reward team members, and deliver a strong talent experience.
  • Participate in local and national committees focused on technical expertise and strategic planning.

Requirements

  • Bachelor’s degree in accounting or a business-related field.
  • CPA license in the principal place of business or home state, a licensed J.D., or enrolled agent status with approval from the regional tax leader.
  • At least 8 years of public accounting experience with an emphasis on 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 exceeding client expectations.

Nice to have

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

Culture & Benefits

  • Exposure to strategic tax planning, business advisory, and compliance work.
  • Customized career paths aligned with professional goals.
  • Access to specialized training, development programs, cutting-edge technology, annual goal setting, career advisors, and coaches with real-time feedback.
  • Competitive benefits and compensation package.
  • Hybrid work that combines office-based connection with flexibility according to client, team, development, and relationship-building needs.

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