Attorney in Miami, FL

In-House

Miami, FL

Attorney in Miami, FL

Non-practicing Attorney

Min 7 yrs required

No

Tax Senior Manager - Business Tax Services - Private Tax - Wealth Advisory
The candidate will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. Collaborate closely with partners and engagement teams to lead complex wealth planning projects. Role requires a deep understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. Lead 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. Research tax issues to develop effective tax planning strategies. Translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Maintain reputation in the field by constantly updating and sharing technical and finest practice knowledge. Manage, coach and develop a team of tax professionals, review work and help to confirm they have the knowledge, tools and opportunities they need to excel. Identify and react to risks and opportunities to improve services and processes.