Tax

The Senior Manager will support the group’s Director in the oversight and development of the Manager Advisory Group. We are responsible for all aspects of the family’s personal and business affairs, including financial reporting and compliance, tax, estate, and investment planning, budgeting, and cash planning.  The Senior Manager will work closely with colleagues in the family office accounting team, the sponsorship and philanthropy team, and investment management team to ensure the completeness and timeliness of deliverables. Further, this team member … Read More