Senior Tax Partner - UHNW Family Office
Socket.dev
Mercer Advisors is seeking a Tax Partner for its Regis practice, leading the tax advisory and strategy for ultra-high net worth families. You will guide engagements, develop sophisticated tax plans, and supervise a team of tax professionals, ensuring best-in-class outcomes and client service. The role demands deep technical knowledge across all tax disciplines, experience with large family offices, and strong leadership within an integrated advisory environment. Travel up to 10% may be required. #J-18808-Ljbffr Socket.dev
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Partner - UHNW Family Office in New York, NY vacancy
- RSM US LLP in New York is seeking a Federal Tax Partner focused on Family Office services to lead client engagements and drive complex tax planning initiatives. This senior role requires deep expertise in federal tax for high-net-worth individuals and family offices, with...Work at officeSeniorTax
- RSM US LLP seeks an experienced Tax Partner for the Family Office Enterprise practice in New York. You will lead tax engagements for ultra high net worth families, advise on complex tax matters, and collaborate across service lines to deliver innovative solutions. The role...Work at officeSeniorTaxLocal area
$120k - $150k
Senior Accountant - (Hybrid) UHNW Family Office, Midtown - $120k-150k+B+Exceptional Benefits An ultra-high-net-worth family... ..., personal financial matters, and tax. The role will work across a... ...reconciliations and general ledger activity. Partner closely with the Director of Tax...Work at officeSeniorTaxRemote work3 days per week$250k - $400k
...Advisors has been helping families amplify and... ...business management, tax, estate, insurance,... ...integrated family office offering. We bring... ...an exceptional Tax Partner - Regis - to serve... ...engagements alongside senior wealth advisors and... ...and gravitas that UHNW families expect from...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours- ...why there’s nowhere like RSM.Affluent families and their family offices face increasingly complex challenges... ...Enterprise practice serves as a trusted partner, supporting families through their... ...finance, human resources, operations, tax, technology, risk and philanthropy....Work at officeTaxFull timeLocal area
$110k - $140k
...at Selby Jennings Position: Senior Accountant Location: New... ...Senior Accountant within their Partner Services / Family Office division. You will work... ...record journal entries. Review tax returns prepared by... ...or within a family office/UHNW environment, or public accounting...Work at officeSeniorTaxFull timeWork from home- Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings. The role focuses on generating new business... ...planning with SALT and international tax teams, supervising staff, and onboarding...Work at officeSeniorTax
- ## Federal Tax Partner - Family OfficeApplylocations: New Yorktime type: Full timeposted on: Posted Todayjob requisition id: JR120471We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change...Work at officeTaxLocal area
$115k - $270k
...successful business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic... ...strong relationships with firm’s partners, senior executives, and related...Work at officeTaxFull timeTemporary workPart time- New York, NYTax - Tax /Executive /HybridAbout Aprio At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals... ...ethical standards.PreferredDeep experience with Family Office. Experience operating in high growth,...Work at officeTaxLocal area
$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net worth clients by managing their personal, financial, and administrative needs. Successful candidates will have a...Work at officeSenior- ...advisor to high- and ultra-high-net-worth individuals, seeks a Senior Tax Associate in New York City. The role emphasizes fiduciary tax... ...taxation, and Not-for-Profit filings within a collaborative family office service model. You will prepare and review tax work products,...Work at officeSeniorTax
- Madison-Davis, LLC is seeking a Senior Manager to join its Family Office practice in New York City. You will be client-facing, serving high-net-worth and... ...and will lead engagements across accounting, reporting, tax coordination, and wealth planning. The role blends advisory...Work at officeSeniorTax
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings... ..., and collaborate with a small team to deliver integrated family office services. The role emphasizes attention to detail, strong communication...Work at officeSeniorTax
- ...the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...Work at officeSeniorTax
- StevenDouglas is seeking a detail-oriented Tax Associate to join their finance team in... ...various entities, working closely with senior leadership and external advisors. The... ...of experience in tax compliance within a family office or investment firm and possess strong analytical...Work at officeSeniorTax
- Jobot is seeking a Senior Tax Associate in New York to deliver tax compliance, planning, and family office services to high-net-worth individuals and families. You will work with wealth management teams to provide comprehensive financial support and exceptional service....Work at officeSeniorTax
- Landing Point is seeking a Head of Tax to join a discreet family office in New York. The role will lead trust and estate planning, tax-sensitive transactions, and entity-level reporting for high-net-worth families and related entities. You will supervise a tax team, mentor...Work at officeSeniorTax
- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years...Work at officeSeniorTax
- Aspiriant’s Wealth Management Senior Associate supports Wealth Management Managers and Directors in delivering services to clients in the Exclusive Family Office. Responsibilities include coordinating projects across Tax Services, Accounting, Banking, and Investment Advisory...Work at officeSeniorTax
- RSM US LLP in New York, NY is seeking a Tax Senior Manager to lead a client-focused tax practice for ultra-high net worth families and family offices. You will oversee engagements, advise on structuring, wealth transfer and compliance, and mentor teams to deliver exceptional...Work at officeSeniorTax
- Landing Point is seeking a Senior Accountant to manage comprehensive accounting and reporting for family office entities and owners in New York. You will reconcile trading activity... ...month‑end reports, and assist with year‑end tax workpapers while supporting external tax...Work at officeSeniorTax
- 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 officeSeniorTax
- ...Institutional Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private Bank Advisors and deliver IIS capabilities to our largest Family Office clients. You will design tax-aware investment strategies, lead holistic asset allocation,...Work at officeSeniorTax
$350k
...ArentFox Schiff is seeking a Senior Associate (8th-year... ...), Counsel, or Income Partner to join its Private... ...in any ArentFox Schiff office location nationwide. The... ...will include advising family offices and closely‑held... ...research and projection of tax implications of...Work at officeSeniorTaxPrivate practiceFlexible hoursShift work- A renowned recruitment agency is seeking an Executive Director, Head of Family Office and Tax - Controller to oversee financial operations within a Single Family Office in New York. The ideal candidate will have extensive experience managing complex portfolios and a strong...Work at officeSeniorTaxFull time
- We’re working with a small, high-performing family office looking to add a Tax Structuring Senior Counsel. The role will also have meaningful exposure to investment legal work and broader family office matters. A few highlights: Tax-heavy mandate - focus on structuring...Work at officeSeniorTaxFlexible hours3 days per week
- ...Job Description Job Description Most Senior Tax roles have you preparing returns. This... ...advisor to high-net-worth individuals and families, working across tax planning, financial... ...high-net-worth individuals and family offices ~ Bachelor's degree in Accounting (Master...Work at officeSeniorTax
Talnt
New York, NY8 days ago - Merrill Family Office Services in New Jersey seeks an experienced tax professional to administer and support business development for ultra-high net worth clients, manage complex ownership structures, and coordinate delivery of MFOS products with Merrill Financial Advisor...Work at officeTax
$200k - $250k
...Manager (RM) to join our multi-family (MFO) team in New York, NY. In... ..., demonstrate confidence, and partner well with colleagues, this... ...needs - integrating estate and tax planningEnsure all clients are... ...be physically present in the office when not traveling for business...Work at officeSeniorTaxFull timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Partner - UHNW Family Office. Be the first to apply!
Related searches
- partner success manager New York, NY
- global partner manager New York, NY
- partner New York, NY
- venture partner New York, NY
- community partners New York, NY
- partner marketing manager New York, NY
- partner manager New York, NY
- global partner program manager New York, NY
- operating partner New York, NY
- partner alliance manager New York, NY