Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

Will you shape the future or will the future shape you?

The opportunity

Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Manager to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships.

As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include:

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Supporting clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters

Your key responsibilities

The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
• Researching tax issues to develop effective tax planning strategies
• Communicating complex tax issues to non-tax professionals and clients
• Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
• Identifying and reacting to risks and opportunities to improve our services and processes 

Skills and attributes for success

Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.

• Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Experience in continuous process improvement and identification of innovative solutions through research and analysis.
• Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
• Depth of expertise in interpreting internal and external issues to recommend quality solutions.
• Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.

To qualify for the role you must have

• A bachelor's degree in a related field, supported by tax, business or financial planning experience
• CPA certification or membership in The Bar
• Typically, no less than 4 - 6 years relevant experience.
• A thorough understanding of estate and wealth planning
• Experience with federal and state personal and trust taxation
• Experience with flow through entities (S-Corps, Partnerships, LLC’s)
• A thorough understanding of automated tax processing systems
• A commitment to continuing your learning
• Willingness to travel as needed

Specialized Skills:

• Tax Compliance and Reporting Requirements

• Data Analysis and Interpretation

• Multijurisdictional Corporate and Personal Tax Structures

• Organizational and Taxation Structure Design

• Accounting Principles and Standards

• Tax Research and Analysis

• Tax Memo, Report, and Letter Writing

• Application and Tool Analysis

• Building and managing relationships
• Leading teams

Ideally you will also have

• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Experience leading workstream delivery and tracking project status.
• Ability to implement resource plans and budgets for complex initiatives.
• Experience managing engagement economics and identifying opportunities for additional services.
• Exposure to leading RFP responses and participating in client working sessions.

What we look for

We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation