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Job description
Senior Level Tax role with a Multi Family Office
The role will provide a lot of exposure to senior management and the clients, and is looking for someone with excellent communication skills who wants to work in a fast paced environment. The role will offer a ton of growth and upside, both experience wise and financially. They are open to someone with public and/or private experience, Ultra HNW Tax experience is required.
Job Details
4x a week in Office
Opportunity to sit out of a variety of offices (NYC, NJ, CT, FL, CA, etc.)
Very good hours
Competitive Benefits + 401K
Lots of opportunity for growth
Very tight knit and team oriented culture
Ongoing training and development
Responsibilities
Lead advisor for a select portfolio of ultra-high-net-worth clients
Develop and deliver highly customized, holistic wealth plans spanning tax optimization, estate planning, cash flow, and multi-generational wealth transfer
Own quarterly client deliverables and strategy updates, including net worth analysis, tax projections, and long-term financial planning
Advise on complex planning areas including income/estate tax mitigation, charitable giving, executive compensation, and risk management
Present sophisticated financial strategies in a clear, client-friendly manner, driving informed decision-making among UHNW individuals and families
Coordinate execution across internal and external stakeholders to ensure seamless implementation of strategies
Play a key role in practice growth and innovation, contributing to new planning solutions, client development, and thought leadership
Operate within a top-tier, institutional platform, serving some of the most sophisticated clients in the market
Opportunity to design bespoke strategies for sophisticated families and entrepreneurs with significant assets
High-visibility role with direct client impact and trusted advisor positioning
Involvement in strategic initiatives and practice growth, contributing to platform development and thought leadership
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.