Overview In this role you guide complex tax planning and compliance for high net worth clients, focusing on estate, gifts, and individual taxes. You will lead multi-disciplinary client engagements, mentor staff, and collaborate with external advisers to deliver high-value, compliant solutions. The position sits within a growing Private Wealth Services Tax team that supports cross-border and cross-functional initiatives. You'll leverage strong technical acumen and client relationships to drive tax savings and service excellence.
Compensation / Benefits- personalized benefits
- work-life integration options
- flexible/hybrid work model
- career growth opportunities
- supportive inclusive culture
- discretionary annual bonus (for certain roles)
Responsibilities- Provide tax planning and consulting to high net worth clients (estate, wills and trusts, and individual income taxes)
- Coordinate and manage client service teams across engagements, directing tax projects and budgets
- Develop, train, and mentor tax staff; assess performance for engagement and year-end reviews
- Research and advise on federal estate, gift, charitable planning, and generation-skipping tax matters
- Utilize tax software to prepare/processing returns and research tax matters
- Respond to inquiries from IRS/other tax authorities
- Maintain proactive client communication to manage expectations and deadlines
- Support business development through proposals and pursuit activities
- Engage in cross-adviser collaboration (attorneys, asset managers)
- Perform other duties as assigned
Key requirements- Bachelor's degree in Accounting; CPA or licensed Bar or Enrolled Agent designation (with Masters) required
- 6-10 years of progressive tax compliance/consulting in Family Wealth Planning or related area
- Experience with families with net worth of $25M+ and tax strategy implementation
- Excellent analytical, technical, and tax accounting/technology skills
- Exceptional client service and communication skills; strong client relationship track record
- Strong leadership, business development, recruiting, training, coaching, and mentoring abilities
- Ability to manage multiple engagements and priorities in a fast-paced team environment
- excellent communication
- client relationship building
- leadership and mentoring
- tax planning and compliance
- federal estate, gift, and generation-skipping tax knowledge
- tax research
