Business Tax Services Manager

About the role

This position involves advising clients and delivering high-quality tax services, with a focus on ultra-high net worth individuals, trusts, and estates. The manager will review complex tax returns, serve as a trusted advisor on legislative and regulatory changes, and contribute to the growth and improvement of the Family Office tax practice.

Responsibilities

• Lead multiple client engagements
• Manage and mentor tax teams
• Communicate effectively with clients to ensure satisfaction
• Support practice development

Qualifications

• Minimum of five years’ ultra-high net worth tax experience
• Bachelor's degree
• Recognized professional credential (CPA, EA, JD/LLM)

Skills

• Proven business development skills
• Leadership in managing teams
• Excellent communication abilities

Additional Information

Candidates must demonstrate sound judgment, trustworthiness, and the ability to handle sensitive responsibilities.