Tax Advisor/Relationship Manager
$200,000–$250,000 year
On-site · New York City, New York, United States
Job Summary
Lead Relationship Manager for Ultra High Net Worth clientele within a dynamic Multi-Family Office. Deliver comprehensive tax planning, estate planning, and overall wealth strategy, collaborating with external advisors and internal teams to provide integrated investment planning and client service. Emphasizes client satisfaction and retention with no tax compliance or billable hours and operates in a fast-growing, collegial environment. Role targets senior-level tax advisory and planning for high-net-worth families, with strong CPA credentials and extensive client-facing experience.
Required Qualifications
- CPA required with 10+ years of client-facing experience advising ultra-high net worth clients
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