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
- Brewer Morris is seeking a Tax Family Office Senior Associate for the New York team of a Top 10 wealth management... .... The role blends tax compliance, planning, financial administration, and... ..., and collaborate with attorneys, investment advisors, and other professionals...Work at office
- Most HNW tax roles keep you focused on one piece... ...looking to add a Senior Associate to its New York team.... .... You'll help clients plan ahead, oversee their... ...coordinate with the attorneys, investment advisors, and other... ...management, or a family office environment Strong experience...Work at office
$120k - $140k
Senior Tax Associate - High Net Worth Clients & Family Office Services $120,000 - $140,000 per year | New York, NY | On-Site | Permanent Flexible... ...to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family...Work at officePermanent employmentFor contractorsLocal areaFlexible hours$90k - $120k
...details Join a Premier Multi-Family Office with Exceptional Growth,... ...financial advisory, tax, accounting, investment management, and family office... ...Details The Family Office Tax Associate will support a diverse... ...financial organization and planning efforts Financial Reporting...Work at officeFor contractorsLocal areaFlexible hours$120k - $140k
...Responsibilities As a Senior Associate in our New York office, your responsibilities... ...business and fiduciary income tax returns including multi-... ...of tax projections for planning and estimated taxes and other... ...1! 401(k) savings and investment plan options with 4% match...Work at officeLocal areaFlexible hours$60k - $95k
...Accountant - Business Management & Family Office Hybrid • New York, NY 1002... ...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- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York, NY, United States and 1... ...FactSet, Haver, etc.) and Microsoft Office. Direct experience in exploring... ...wellness centers, a retirement savings plan, backup childcare, tuition...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.... ...comprehensive solutions across investment management, wealth...Work at officePermanent employmentTemporary workWork experience placementFlexible hours$100k - $150k
...professionals 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 focuses... ...position: 2 days in office / 3 days remote. Primary...Work at officeLocal areaImmediate 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- Jobot is seeking a Family Office Tax Associate to support a portfolio of high-net-worth clients with accounting, bookkeeping, and financial administration. You will handle payroll, bill payments, GL entries, and reconciliations while coordinating with external vendors and...Work at office
$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
$260k - $365k
...Tax Associate Attorney Direct Counsel is seeking a Tax Associate... ...equity sponsors, investment funds, and emerging growth... ...capital markets teams across offices Qualifications... ...~401(k) and Roth 401(k) plans ~ Generous parental and family-building benefits ~ Flexible...Work at officeFlexible hours- ...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
- ...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
- ...We’re working with a New York-based investment management firm on the hire of a Tax Accountant in a role that bridges the asset management platform and the founder’s family office. This is a key position within a complex structure, supporting the flow of tax, allocations...Work at office
$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- ...Organization is seeking a Senior Accountant to join its single family office team, supporting investments, real estate holdings, trusts, and affiliated entities. The role blends accounting, cash management, tax coordination, and investment reporting. You will manage multi...Work at office
$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$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- Senior Accountant - Single Family Office We are seeking a Senior Accountant to join a well‑established... ...supporting a diverse portfolio of investments, real estate holdings, trusts, and... ...working across accounting, cash management, tax coordination, and investment reporting....Work at office
$100k - $150k
Company Overview A private family office managing the financial affairs and investments of a high‑net‑worth individual is seeking a Senior Accountant. The role involves... ...‑end close and reporting packages Assist in the tax basis accounting and recording of K-1 activity...Work at office$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$95k - $110k
Fiduciary Trust International is a premier investment and wealth management firm with a... ...high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to...Work at officeFull timeLocal areaRemote work- JCW Group is partnering with a well-established family office to recruit a Tax Manager for a growing in-house tax team. This role targets a tax professional... ...ultra-high-net-worth individuals, families, trusts, and investment entities. The position covers returns across individuals,...Work at office
$50 per hour
...build a fulfilling career.The Tax Advisor, Wealth Management... ...providing tax advisory and planning support for clients of BBH's... ...business owners, executives, and family offices to navigate complex tax... ...private partnership, every investment we make is in the relationships...Work at officeFull timeLocal area3 days per week
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