Summary
Seeking a Tax Partner!
Company Information:
A multi-family office in Stamford, CT that services Ultra-HNW clients ($25M and above) is looking to bring on a Tax Partner. They are in the office 3x a week in Stamford, CT. The hours here are excellent (9:00 am – 8:00 pm during busy season and 9:00 am – 4:00 pm outside of the busy season). The tax team is 30 people and there are two other Tax Partners whose backgrounds are in corporate tax. Compensation for this person is wide open for the right person. The firm is willing to buy out a bonus, buy out a book of business, etc…
Job Description:
- Exhibit expertise in partnership tax structures, including compliance for complex arrangements, tax-efficient income allocation, basis adjustments, and planning for partnership formations, mergers, and acquisitions.
- Offer strategic insights to clients on reducing tax liabilities and optimizing the advantages of partnership tax structures.
- Conduct in-depth research and test innovative tax strategies, presenting forward-thinking solutions to clients and the firm.
- Serve as a primary advisor on complex tax matters, providing guidance on tax implications linked to clients’ strategic objectives and recommending effective approaches.
- Collaborate with internal specialists to deliver comprehensive client solutions that align risk management with tax benefits.
- Provide consultation on transaction calculations, partner economics, tax distributions, and other events throughout the partnership lifecycle, with experience working with high-net-worth individuals.
- Supervise, mentor, and develop associates and senior associates, fostering a culture of high performance and professional growth.
- Act as a subject-matter expert in one or more specialized tax areas, such as corporate, property, international, pass-through entities, or R&D tax benefits.
- Lead or contribute to annual CPE training sessions, supporting knowledge-sharing and professional development within the firm.
- The Tax Partner will oversee a group responsible for a mix of HNW individual tax (40%) and partnership tax (60%).
Requirements / Qualifications:
- 10+ Years of HNW and Partnership Tax Experience from a CPA firm or Family Office
- CPA, JD, LLM, or EA Preferred, Not Required
