1 день назад
Tax Manager – Family Office
95 400 - 180 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager – Family Office (Tax Advisory): Advising ultra-high-net-worth family office clients on tax structuring, succession planning, wealth transfer, and compliance with an accent on entity, individual, fiduciary, gift, and estate taxation. Focus on managing complex client engagements, coordinating multi-state and international tax specialists, and mentoring tax professionals.
Location: Seattle, United States
Salary: $95,400–$180,400 per year, plus discretionary performance-based bonus.
Company
provides professional services to middle-market clients globally, including integrated family office advisory, tax, governance, risk management, privacy, technology, and business services.
What you will do
- Advise single-family, multi-family, and virtual family office clients on tax structuring, modeling, succession planning, wealth transfer, and compliance.
- Manage and oversee engagements covering entity, individual, fiduciary, gift, and estate taxation.
- Collaborate with specialists on estate and gift taxation, state and local taxation, and international taxation.
- Lead, train, and mentor staff and supervisor-level professionals.
- Collaborate with senior leadership on growth opportunities with existing clients and prospects.
- Build strong relationships with clients and professional advisors through high-quality client service.
Requirements
- Bachelor’s degree in accounting, business, or a related field.
- CPA, EA, or JD required.
- At least five years of experience in public accounting or a family office, with an emphasis on taxation and recent experience managing client engagements.
- Proficiency in entity, individual, or fiduciary taxation, with an understanding of complex investments and related tax implications.
- Familiarity with multi-state taxation.
- Strong written and verbal communication skills and the ability to collaborate and manage multiple tasks.
Nice to have
- Private client or business taxation experience and an interest in expanding family office expertise.
- Experience working with family office clients or within a family office.
- Experience with gift and estate taxation.
Culture & Benefits
- Flexible scheduling to help balance personal and client-service demands.
- Customized career paths aligned with professional goals.
- Specialized training programs and access to cutting-edge technology.
- Annual goal setting, performance advisors, coaching, and real-time developmental feedback.
- Competitive compensation and benefits package.
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