Individual, fiduciary, family investment partnership taxation
Estate & gift taxation
Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential
Job Summary
Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
As an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients.
We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
Matching Summary
Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
Skills & Requirements
Must-have
Family office tax experience
Individual, fiduciary, family investment partnership taxation
Estate & gift taxation
State & Local income (SALT)/Franchise tax
International tax issues
Leading large tax engagements
Client relationship development
Nice-to-have
Collaborative team environment
Innovative solutions
Flexibility in schedule
Market facing and relationship growth
Key Requirements
Bachelor's degree in Accounting
CPA License, Enrolled Agent or JD
12+ years continuous public accounting or family office tax experience
Experience leading complex family office / ultra high net worth families