Senior Tax Manager: HNW Private Client Advisor

Distinct | North America; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Distinct | North America in Boca Raton is seeking a Senior Tax Manager for Private Client Services. You will advise high net worth individuals and families on complex tax matters, including trusts, estates, and family investment partnerships, while maintaining strong client relationships.

You will oversee tax planning and compliance, develop wealth preservation strategies, and lead a team, collaborating with clients' attorneys and financial advisors.

Qualifications

• Strong public accounting experience in high-net-worth taxation.
• Experience with trusts, estates, family investment partnerships and private foundations.

Responsibilities

• Oversee tax planning and compliance for high-net-worth clients.
• Develop estate and wealth preservation strategies.
• Manage a tax team and collaborate with clients' attorneys and financial advisors.
• Advise clients on complex tax matters and client relationships.

Skills

HNW taxation

Fiduciary tax

Estate planning

Job description

Distinct | North America in Boca Raton is seeking a Senior Tax Manager for Private Client Services. You will advise high net worth individuals and families on complex tax matters, including trusts, estates, and family investment partnerships, while maintaining strong client relationships.

You will oversee tax planning and compliance, develop wealth preservation strategies, and lead a team, collaborating with clients' attorneys and financial advisors.