ISP Tax Manager, Ultra-High-Net-Worth
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: New York, Chicago, South Bend, or Tampa, United States. Hybrid work is available for candidates near a office; candidates outside commuting distance may be considered for remote work based on business needs. Applicants must be authorized to work in the United States; visa sponsorship is not available.
Salary: $102,500–$209,400 per year.
Company
provides audit, tax, advisory, consulting, and other professional services through LLP and Advisory LLC, supported by a global network of independent accounting and advisory firms.
What you will do
- Advise wealthy families, family offices, related entities, and investment and estate-planning vehicles on complex tax matters.
- Develop tax efficiencies and minimize risk through estate and gift planning, charitable giving, wealth transfers, and cross-border tax strategies.
- Manage and review multiple complex engagements, including research and consultation on tax matters.
- Lead tax-team planning, client deliverables, engagement economics, and tax strategy or transformation initiatives.
- Build trusted relationships with clients, wealth managers, attorneys, and family-office teams while identifying opportunities and mitigating risk.
- Develop and coach junior staff and maintain professional networks for current and future revenue channels.
Requirements
- CPA or JD required.
- At least 5 years of experience in public accounting, law, or a family-office environment.
- Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues.
- Ability to identify client needs proactively, resolve challenges, and build long-term trusted relationships.
- Strong leadership and interpersonal skills with a commitment to teamwork and mentorship.
- Strong knowledge of tax technology, software, data, and Microsoft Office.
- Commitment to ongoing tax-technical learning and understanding changes in tax law, regulations, industry, and technology trends in the wealthy-family and family-office space.
Culture & Benefits
- Flexible work arrangements designed to support balance between work and personal life.
- Comprehensive employee benefits and total rewards package.
- Inclusive culture focused on diversity, ethical conduct, integrity, and equitable career growth.
- Ongoing career coaching and opportunities for professional development and leadership.
- Equal employment opportunity and accommodation support are available.
Hiring process
- Applications must be submitted directly through ; unsolicited staffing-agency or third-party paid-service submissions are not accepted.
- Employment requires verification of identity and United States work eligibility and completion of the required employment eligibility form.
Будьте осторожны
Если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого. Это мошенники. Обязательно жмите «Пожаловаться» или пишите в поддержку. Подробнее в гайде →