Tax Manager - BTS - Wealth Tax Advisory

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 an experienced Manager to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships.

Position Overview: As a Manager in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with senior managers, partners and engagement teams to lead complex wealth planning projects. This role requires a deep understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.

Key Responsibilities:

• 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 

To qualify for the role you must have, including deep experience in one or more technical tax areas   

• A bachelor's degree in a related field, supported by  tax, business or financial planning experience 
• A CPA certification or membership in The Bar 
• Minimum of 5 years of work experience in professional services or professional tax organization 
• 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, and working in a balanced hybrid environment

Ideally, you’ll also have   

• A proven record in a professional services environment 
• Experience in coaching and mentoring junior colleagues 

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.