Business Tax Services Manager

Responsibilities

• Provide high-quality tax advice and support to private clients, including complex individual, gift, estate, and trust returns.
• Act as a trusted advisor on tax developments, legislative, and regulatory changes affecting high-net-worth families and family offices.
• Lead and manage multiple client engagement teams, ensuring effective communication and client satisfaction.
• Contribute to the growth and improvement of the Family Office tax practice, mentoring and coaching team members.

Qualifications & Skills

• Minimum five years of relevant ultra-high net-worth tax experience.
• Bachelor’s degree from an accredited institution.
• Licensed CPA, EA, or JD/LLM; must obtain a credential if not already held.
• Proven business development skills and ability to build client relationships.
• Experience leading engagements, mentoring staff, and demonstrating excellent communication skills.