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Family Office Tax Advisor

Preferred Location:
Mid-West
Open to Relocation:
Yes
We are currently representing a Family Office Tax Advisor in Detroit. Details below:
  • Previously worked in a high-touch single-family office, coordinating across tax, legal, and investment teams to support multigenerational families
  • Deep expertise in 1040, trust, estate, foundation, and partnership taxation, with focus on proactive planning and wealth transfer strategies
  • Currently manages 12 family offices, 50+ trusts, and 5 family foundations, overseeing 100+ complex individual and entity returns

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