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UHNW Tax Strategy Director: Wealth Planning Lead (New York)

Full-time

Leah Yosef International

Leah Yosef International in New York is seeking an Ultra High Net Worth Tax Professional to lead client relationships for $20M+ clientele. This position emphasizes developing and implementing complex wealth transfer and tax strategies.

The role requires a CPA with over 10 years of experience advising ultra-high net worth clients, focusing on planning rather than compliance. Candidates will collaborate with various advisors, ensuring a strong client-first approach.

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Vacancy posted more than 2 months ago

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