Family Office Investment & Tax Planning Associate
Kforce Inc
Kforce is seeking a detail-oriented Family Office Associate for a prominent NYC real estate owner/developer/manager. The role focuses on managing a diverse investment portfolio including ETFs, hedge funds, private equity, equity co-investments, and direct lending, with emphasis on income and estate tax planning. Based in NYC, it offers strong compensation and a premier workspace. The position involves handling complex accounting for a multi-entity family portfolio, coordinating with banks and #J-18808-Ljbffr Kforce Inc
- ...Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with... ...and individual tax filings and planning. You will prepare and review tax workpapers... ...with a small team to deliver integrated family office services. The role emphasizes...Work at office
- StevenDouglas is seeking a detail-oriented Tax Associate to join their finance team in New York City. This role involves tax compliance... ...over 4 years of experience in tax compliance within a family office or investment firm and possess strong analytical and organizational...Work at office
$90k - $120k
Join a Premier Multi-Family Office with Exceptional Growth, Strong... ...integrated financial advisory, tax, accounting, investment management, and family... ...The Family Office Tax Associate will support a diverse portfolio... ...organization and planning efforts Financial Reporting...Work at officeFor contractorsLocal areaFlexible hours- ...Type AnnuallyIndustry Family OfficeSelling Points Elevate your career in tax accounting within a prestigious... .... Engage in strategic planning for complex financial... ...firm as a Family Office Tax Accountant, focusing... ...exposure to sophisticated investment environments and...Work at officeLocal areaRemote work
$260k - $365k
...comApply: McKenzie’s Tax Practice is a... ...all aspects of tax planning and transactions,... ...level private capital associate to join its tax... ...New York or Miami office. In this role, you... ...and cross-border investments in various asset classes... ...), and family office structuring...Work at officePart timeLocal areaWorldwide$60k - $95k
...Accountant - Business Management & Family Office Hybrid New York, NY 10020;... ...issues. Coordinate with tax and royalty departments as... ...Manager on Y/E payroll and planning as needed. Prepare tax return... ...Initial preparation of basic investment analysis reports using Black...Work at officeFull time$140k - $180k
...Headquartered in New York, with offices in Colorado, Florida,... ...Assistant Controller, Family Office reports to the... ...Own financial and tax reporting, accounting,... ...rolling five-year business plan, and provide monthly... ...financial analysis, and/or investment fund management. Two (2...Work at officeWeekly payContract workFor contractorsFor subcontractor- ...looking to add a Senior Associate to its New York team.... ...strong high-net-worth tax foundation who wants... ...role.You'll help clients plan ahead, oversee their... ...coordinate with the attorneys, investment advisors, and other... ...management, or a family office environmentStrong...Work at office
$100k - $150k
...Senior Tax AssociateBased in New York, NY... ...and high net worth families. The firm's services include: investment and cash flow management... ..., estate and tax planning and preparation,... ...opening for a Senior Tax Associate. Our Tax Practice... ...: 2 days in office / 3 days remote.Primary...Work at officeImmediate startRemote work$221k - $273k
...of their people. They're a family of smart, productive, and... ...they achieve. Their New York office is seeking a Tax Associate with 3 to 5 years of... ...banks, insurance companies, investment funds, family offices, and... ...individuals on tax and wealth planning matters. Requirements 3 to...Work at officeFull time- ...with a well-established, privately held investment firm headquartered in New York City.... ...detail-oriented and highly organized Tax Associate to join their finance team. This individual... ...and financial recordkeeping within a family office, investment firm, or professional...Work at officeLocal area
$103k - $130k
...-worth individuals and families to enjoy a full life, while... ...individuals, fiduciary tax, not for profit... ..., practical income tax planning services. Working within... ...deliver integrated family office services to clients.Aiding... ...solutions across investment management, wealth strategy...Work at officePermanent employmentTemporary workWork experience placementFlexible hours$79k - $115k
...Tax Associate Join a team that values your ambition and... ...worth individuals and families to enjoy a full life,... ...Practice, which provides Tax Planning and Compliance... ...capabilities to work in an office environment, which may... ...solutions across investment management, wealth strategy...Work at officePermanent employmentTemporary workWork experience placementFlexible hours$55k - $75k
Pathstone is seeking a Tax Associate in New York to provide timely and accurate tax services for clients. You will handle tax projections... ...accounting experience, and is familiar with high net worth families. The position offers a starting salary between $55,000 - $75,...Work at office- Corient Services LLC in New York seeks a tax professional with 4-6 years of experience in tax or family office practice, emphasis on individual and fiduciary matters. A Bachelor's in accounting is required, with CPA or MS in Taxation considered a plus. Proficiency in tax...Work at office
$125k - $150k
A family-owned and operated commercial real estate investment and development firm based in New York City is seeking a Senior... ...various asset classes—multi-family, office, retail and industrial—as well as... ...service providers as needed Tax & Audit Support Prepare and organize...Work at officeFull timeTemporary work- ...Description Most Senior Tax roles have you preparing returns... ...firm is seeking a Senior Associate to join its New York team... ...net-worth individuals and families, working across tax planning, financial administration,... ...individuals and family offices ~ Bachelor's degree in...Work at office
- ...A Family Office is seeking an experienced professional to join their team as a Finance & Operations Analyst. Responsibilities: Perform... ...accurate books and records within QuickBooks Enterprise Prepare investment subscription documentation and assist with ongoing KYC and...Work at office
$260k - $365k
...Tax Associate Attorney Locations: Los Angeles, California... ...private equity sponsors, investment funds, and emerging growth... ...markets teams across offices Qualifications... ...~401(k) and Roth 401(k) plans ~ Generous parental and family-building benefits ~ Flexible...Work at officeFlexible hours- ...looking to bring in-house the tax function that is currently... ...partnerships and miscellaneous investments • Record and reconcile hedge... ...commitments of employees, family and president for approximately... ...perform tax projections, research/planning and other related matters....Work at office
- Family Office, a family-owned commercial real estate investment and development firm based in New York City, is seeking a Senior Accountant to support the Controller and help build out the firm’s finance and accounting function. You will manage property-level accounting...Work at office
- ...New York is seeking a Senior Accountant for a hybrid role with an ultra‑high‑net‑worth family office based in Midtown. You will engage in broad responsibilities across investments, accounting, treasury, and personal financial matters. The ideal candidate has 3-5 years...Work at office
- Our client, a family office in NYC, is seeking a Senior Accountant to assist with their investments across the US. Responsibilities: ~Manage entity close processes, including... ...reconciliations ~Prepare financial statements, tax projections, and management fee calculations...Work at officeFull time
$80k - $160k
...with a passion for financial planning? The GS PFO planning... ...planning solutions, including tax planning and preparation, estate... ...provide financial planning, investment management, banking and comprehensive... ...individuals, as well as family offices, foundations and endowments,...Work at officeFull timeTemporary workPart time$80k - $125k
...exclusive features. About The Company Our client is a multi-family office that provides tailored wealth management services to high-net-worth families, integrating investment strategies with estate and tax planning to preserve and grow generational wealth. The Family...Work at officeFull time$260k - $365k
...Opportunity Join a top-tier tax practice advising major companies, investment funds, and financial... ...site role based in the NYC office . Note Must have 3+... ...Excellent benefits and family-supportive programs Clear... ...Paid time off Retirement plan Vision insurance #J-188...Work at officeFull time- A single family office focused on property management is hiring a Senior Accountant in its Financial... ...entries, etc.). Maintain a schedule of investments and ledgers for several trusts and... ...preparation of information required for annual tax filings. Perform other duties as...Work at office
$80k - $150k
What You’ll DoAre you an experienced tax professional with a passion for... ...client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized... ...to income, equity compensation, investments, wealth preservation, and wealth transfer...Work at officeFull timeContract work$80k - $110k
...Accountant - Fully Remote UHNW Family Office - $80k- $110k + B and company... ...newly created role due to a planned retirement and offers a rare... ...gallery entities Manage sales tax and inventory accounting,... ...Art financing transactions Investment activity across multiple asset...Work at officeRemote jobImmediate start$120k - $135k
...One of the top philanthropic families in NYC is seeking a Senior Accountant... ...’s personal accounting and taxes. Responsibilities: Maintain... ...multiple entities, including investment and bank accounts. Prepare... ...procedures. Assist in estate planning and wealth transfer...Work at officeFull timeRemote work
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