Manager - Business Management, Family Office
Jobtailor
Responsibilities Generate and identify opportunities for new business Maintain active communication with clients Contribute to a strong client relationship Negotiate the purchase, financing, and monitoring of major assets Multi‑jurisdictional planning in accordance with SALT and International tax groups Ensure staffing & coverage needs are met Identify and act as co‑lead with Partner for client onboarding Manage & mentor with team Final review bonus payrolls to officers from loan out entities Manage planning and execution of multiple engagement(s)/client(s) Recognize income, gift, estate tax issues Requirements 9-14 years of experience in the business management or family office industry 6-9 years of experience in business management and/or family office & Bachelor’s Degree (Accounting, Business Administration, Economics or related field) Prior wealth management & estate planning experience Active CPA, EA, CFP or PFS preferred but not required #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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