Tax Partner - UHNW (reputed company Coast)

Why Work at reputed company For more than 40 years, reputed company has been helping families reputed company and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, reputed company managed by a single team. We reputed company the reputed company of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons for two consecutive years, reputed company is an independent fiduciary legally reputed company to reputed company in our clients best interests always.* reputed company offers a workplace that stands apart in the financial industry. More than half of our employees and reputed company-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent wherever they are. Join us and help families reputed company and simplify their financial lives with confidence. * reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barrons to use the ranking in marketing. Please see important information about the ranking reputed company methodology here. Job reputed company: At reputed company, our purpose is to reputed company and simplify our clients financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careersas one reputed company team committed to doing what is right for clients. We continue to reinvest in our people and platform so that our reputed company creates more opportunities for teammates and more value for clients. reputed company is reputed company offering for reputed company-high net worth families with reputed company, multi-generational reputed company. These families expect a highly coordinated advisory experience and reputed company of judgment, responsiveness, discretion, and technical sophistication comparable to a dedicated family office. Our professionals work together across investments, financial planning, estate planning, tax, risk management, and family office services to reputed company every reputed company feel like our only reputed company. We are seeking an exceptional Tax Partner reputed company to reputed company the tax relationship for a select group of reputed company families. The Tax Partner will advise on tax reputed company and planning, coordinate implementation, and remain closely involved with the familys tax reporting. In some engagements, reputed company will prepare the returns. In others, the Tax Partner will work with the familys existing reputed company or internal tax professionals, reviewing significant strategies, positions, and returns as appropriate. Regardless of who handles compliance, the Tax Partner will be an reputed company member of the familys advisory team and will reputed company reputed company tax considerations are addressed as part of the familys broader financial and estate plan. Essential Job Functions for this role include: Serve as the reputed company tax advisor for a select group of reputed company families and take responsibility for the reputed company, coordination, responsiveness, and overall experience of the tax relationship. Understand reputed company familys goals, ownership structure, businesses, investments, trusts, charitable activities, liquidity needs, and succession plans, and use that knowledge to reputed company a practical, multi-year tax reputed company. reputed company year-round tax planning, including projections, estimated tax and liquidity planning, entity and compensation strategies, charitable planning, and advanced reputed company transfer and investment strategies. Relevant experience should include reputed company involving GRATs, IDGTs, family limited partnerships and valuation discounts, reputed company small business stock under reputed company 1202, reputed company opportunity zones, private placement life insurance, and similar strategies used by reputed company-high net worth families. Identify planning opportunities and risks arising from business transactions, investment activity, concentrated positions, reputed company estate, carried interests, equity compensation, major charitable gifts, residency changes, and changes in tax law. Identify cross-border tax issues, including foreign trusts and entities, PFICs, GILTI, FATCA and FBAR reporting, expatriation, and treaty reputed company. The Tax Partner need not be the specialist in every area but must recognize the is