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Job description
Job DescriptionTax Advisor – Ultra-High-Net-Worth / Family Office
\ NLocations: New York City, Boston, Chicago, Charlotte, or Philadelphia
\ NSchedule: Hybrid – 3 days/week onsite
\ NCompensation: $350-400k all-in
\ NA premier financial services organization is seeking an experienced Tax Advisor to join its growing multi-family office and private wealth platform. This is a highly client-facing role focused primarily on tax planning, strategy, and advisory for ultra-high-net-worth individuals, families, business owners, and family offices .
\ NThe role sits on a lean, high-caliber tax team and offers an opportunity to move away from the billable-hour environment of public accounting while continuing to advise highly sophisticated clients.
\ NResponsibilities
\ N Advise UHNW individuals and families on complex income, estate, trust, and entity tax matters
\ N Develop proactive tax planning strategies designed to optimize after-tax results
\ N Partner with family office professionals, relationship managers, attorneys, accountants, and external advisors
\ N Review complex individual and entity tax returns to identify planning opportunities
\ N Integrate tax strategy into broader estate, investment, cash flow, and wealth planning
\ N Review financial statements and tax implications for partnerships, corporations, trusts, and private foundations
\ N Remain hands-on with complex tax matters when needed while focusing primarily on planning and advisory
\ N Qualifications
\ N 7+ years of UHNW individual tax experience
\ N Experience advising clients with $50M+ net worth strongly preferred
\ N CPA strongly preferred;
JD or advanced tax credential also considered
\ N Strong background in complex individual, trust, estate, partnership, and/or family office tax matters
\ N Excellent client-facingand relationship management skills
\ N Public accounting, private wealth, or family office experience preferred
\ N Why Consider It
\ N up to $400K for an exceptional candidate
\ N Significant bonus opportunity with potential for a guaranteed bonus
\ N Predominantly planning and strategy vs. compliance
\ N No billable hours
Strong quality of life compared with traditional public accounting
\ N Direct exposure to sophisticated UHNW families and complex planning matters
\ N Hybrid flexibility across five major markets
\ N
Worksite address
mundelein, IL, 60060, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.