We are seeking a Senior Tax Manager with deep expertise in estate, gift, and trust tax planning and compliance. This individual will play a key role in advising clients, managing sophisticated engagements, and supporting the continued growth and leadership of the IronSpire Group.

Responsibilities:

• Consult and advise on complex wealthy family/family office tax matters via optimizing efficiencies and minimizing risk by providing industry and functional expertise including estate and gift planning, charitable giving and wealth transfers
• Lead the review and sign-off of multiple, complex wealthy family/family office engagements ensuring quality and assessing risk. Research and consult on tax matters to optimize tax positions and support their financial objectives
• Lead tax team in the planning, maintenance and execution of client deliverables and engagement economics
• Serve as a strategic, trusted business advisor to existing clients (and their advisors) and actively source for new clients via internal and external networks
• Lead and develop junior team towards professional success
• Actively utilize internal and external network for current or future revenue channels
• Exceptional knowledge of Tax technology, software and data
• Invest in self and team(s) education through thought leadership in the wealthy family/family office space; has advanced understanding of tax law, regulations industry and technology trends
• Advocate and incorporate for Tax strategy and Tax Transformation into team and client matters

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Qualifications:

• Bachelor's degree in Accounting or JD/LLM required

• CPA or JD required

• Minimum of 8 years in public accounting, law, or a family office environment

• Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues

• Proven ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships

• Strong leadership and interpersonal skills with a commitment to teamwork and mentorship