14 часов назад
Tax Senior Manager - Ultra High Net Worth
126 100 - 253 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Senior Manager - Ultra High Net Worth (Private Client Tax): Advising ultra-high-net-worth individuals and families on complex income, estate, gift, generation-skipping, philanthropic, retirement, trust, and compliance matters with an accent on holistic tax planning and client engagement leadership. Focus on leading multidisciplinary tax engagements, developing client relationships, and managing collaborative teams serving complex private clients.
Location: Minneapolis, United States
Salary: $126,100–$253,000 per year, plus discretionary bonus based on firm and individual performance.
Company
is a global professional services firm serving middle-market clients.
What you will do
- Advise ultra-high-net-worth individuals, families, and corporate executives on wealth transfer, charitable, retirement, income tax planning, and tax compliance.
- Lead individual, fiduciary, gift, generation-skipping, and estate tax engagements from planning through execution.
- Collaborate with specialty tax professionals, attorneys, advisors, and other subject matter experts to address complex client needs.
- Support proposals, business development, networking, thought leadership, and community involvement.
- Build collaborative teams, develop team members, and contribute to local and national technical committees.
Requirements
- Bachelor’s degree in accounting, business, or a related field.
- CPA license in the principal place of business or home state, a licensed J.D., or enrollment as an approved enrolled agent.
- At least 8 years of public accounting experience focused on private client taxation and ultra-high-net-worth individuals.
- Experience leading client engagements and driving growth.
- Proficiency in individual, fiduciary, and investment partnership taxation, with knowledge of complex investments and related tax implications.
- Familiarity with multi-state taxation and strong written and verbal communication skills.
Nice to have
- LL.M. in Taxation and/or Master’s in Taxation.
Culture & Benefits
- Flexible scheduling to support work-life balance while maintaining client service.
- Competitive compensation and benefits package.
- Discretionary performance-based bonus.
- Focus on collaboration, professional development, and an inclusive workplace.
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