Tax Partner- Family Office

In this role you will drive growth and lead tax engagements for family offices and UHNW clients, partnering across service lines to deliver innovative tax solutions. You will manage complex engagements, oversee compliance projects, and cultivate strong client relationships. You'll work closely with cross-functional teams to address multi-state, SALT, fiduciary, and international tax issues. The opportunity centers on shaping advisory services for sophisticated families within a collaborative, client-focused firm.

• competitive benefits and compensation package
• flexible schedule
• work-life balance
• employee development opportunities
• diverse client exposure
• inclusive culture

• Lead and grow tax engagements for complex family office and UHNW clients
• Provide tax consulting on fiduciary, estate and gift taxation, SALT, and international issues
• Plan, execute, and supervise client engagements; manage compliance projects
• Collaborate across service lines to develop integrated, innovative tax solutions
• Develop and maintain outstanding client relationships; market and expand services to existing clients
• Oversee and review work of staff; ensure high-quality deliverables
• Present results and recommendations to clients with exceptional communication and service quality

• 12+ years of continuous public accounting or family office tax experience
• Bachelor's degree in Accounting with CPA, Enrolled Agent, or JD required
• Experience leading large tax engagements for complex family offices and their investments
• Exposure to State & Local income/franchise tax for multi-state filers and international issues
• Market-facing with ability to grow relationships and expand services
• Ability to plan and execute client engagements and manage compliance projects
• Strong client service and communication skills

• client-focused mindset
• strong communication
• relationship-building
• tax consulting for family offices
• estate & gift taxation
• fiduciary taxation