Tax Senior Manager - Family Office

Tax Senior Manager - Family Office

Location: Pittsburgh, PA

Overview

A leading national middle-market professional services firm is seeking a Tax Senior Manager for its family office tax practice in Pittsburgh, Pennsylvania. This role advises family offices and multi-generational families across structuring and modeling, succession and wealth transfer planning, and tax compliance, and leads engagement teams. Hybrid work.

Responsibilities

• Advise family office and multi-generational family clients on structuring and modeling, succession planning, wealth transfer planning and tax compliance
• Lead the engagement team on entity, individual, fiduciary and gift/estate taxation, including planning and execution of engagements
• Anticipate client needs and collaborate with specialty tax colleagues to build client relationships and support growth
• Participate in prospective client proposals and build new client relationships
• Build collaborative teams and develop and reward team members
• Develop and sustain relationships with clients and centers of influence through networking, thought leadership and community involvement

Qualifications

• Bachelor's degree in accounting or a business-related field
• Active CPA license in state of residence, Enrolled Agent or attorney license
• 8+ years of public accounting experience with an emphasis on private client taxation, including family offices and multi-generational families, and recent experience leading client engagements
• Proficient in entity or individual and fiduciary taxation, with an understanding of complex investments
• Familiar with multi-state taxation
• Strong written and verbal communication skills
• LL.M. or master's in taxation and gift and estate tax experience preferred

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.