Multi-Family Office

Midtown

Overview

Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth Tax Professional to serve as the Lead Relationship Manager to 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

No Tax Compliance, No Billable Hours, Not a Commissioned Sales Role

Key Responsibilities

• This role partners directly with the founder and the firms members in an ensemble practice to manage all aspects of ultra-high net worth client relationships
• Deliver comprehensive tax planning, estate planning, and overall wealth strategy
• Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals
• Partner with internal investment and operations teams to deliver integrated investment planning and client service 
• Maintain a strong client-first focus, emphasizing client satisfaction and retention

Firm Highlights

• Fast-growing, collegial culture with strong operational, investment, and planning support
• Growth-oriented environment encouraging continued development of skills and credentials
• Competitive compensation: $200,000–$250,000 base plus significant bonus opportunity
• Long-term opportunity for revenue participation

Requirements

• CPA required with 10+ years of client-facing experience advising ultra-high net worth clients
• This role is ideal for a Tax Manager/Senior Manager/Director to move away from compliance and billable hours into a Research and Planning driven role for Ultra High Net Worth Clientele