AGM - Taxation - Family Office

- Serve as the trusted advisor to family offices on strategic, operational and financial matters

- Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups;

- Provide analyses of financial, gift, estate and income tax issues for ultra-high net-worth individuals and families

- Build, manage, direct and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction

- Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with Audit and Advisory practices

- Contribute to the growth, experience and institutional knowledge of the Closely Held Business/Family Office tax practice team members