UHNW Tax & Family Office Relationship Manager
ECG Resources
ECG Resources in New York City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax planning advice while ensuring client satisfaction. The successful candidate will have over 10 years of experience in high-net-worth tax environments, demonstrating strong technical skills and relationship management abilities. This position offers an improved work/life balance and an opportunity to transition into private industry. #J-18808-Ljbffr ECG Resources
$140k - $190k
Single Family Office Relationship Manager page is loaded## Single Family Office Relationship Managerlocations... ...internal expertise across investments, tax, trust and estate, and numerous... ...alternatives; preference for experience with UHNW/Single Family office.* Proven record...TaxWork at officeFlexible hours$140k - $190k
A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SuggestedWork at office$200k - $250k
# Director of Finance (Family Office)Atlas SearchDirectorDirect InvestmentsFull... ..., insurance, banking relationships, and liabilities, managing cash flow, liquidity planning, bill pay, taxes, insurance, and property-... ...financial operations, UHNW advisory, or related environments...TaxWork at office3 days per week- ...and most importantly, the flexibility to manage your personal and professional life to... ...Manager to join our Business Management & Family Office practice within our Advisory Department.... ...received timely. Assemble year-end tax packages. Respond to client...TaxWork at office
$200k - $250k
...Overview Silvercrest Asset Management Group LLC is a leading... ...asset management and family office services to ultra-high... ...investment advisory, tax planning, estate... ...service, and long-term relationship building. Develop and... ...reputation within the UHNW space. Job Requirements...TaxWork at office- ...leading professional services firm in New York is seeking a Tax Manager specializing in Private Client Services. The role involves managing... ...collaborating closely with high-net-worth individuals and family offices. Ideal candidates have over 5 years of public accounting...TaxWork at officeRemote workFlexible hours
$130k - $150k
Title: Tax Manager ~ Tax Strategy / HNW & Family Office Location: Secaucus, NJ Salary: $130k to $150k plus bonus... ...20s and complex 1040s. Maintain relationships with internal and external stakeholders... .... Experience with HNW and UHNW. Proficiency with Microsoft Excel...TaxWork at office$170k - $210k
....00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town... ...notices, filings, and audit processes. Build strong working relationships with outside tax service providers as well as internal...TaxFull timeContract workWork at officeLocal areaRemote work- Fiduciary Trust International seeks a Relationship Manager to join our New York team. This role involves managing UHNW client relationships, tailoring services to meet their... ...analytical skills, and is familiar with estate and tax planning. A CFP designation is preferred. #J-1...Tax
$140k - $200k
...firm is seeking an experienced professional to manage client portfolios for their Outsourced Chief Investment Officer group. The ideal candidate will have 6-8 years of... ...portfolio construction, client engagement, and managing tax implications. The firm promotes a proactive...Tax$140k - $200k
...securities, investment management and wealth management services... ...from more than 1,200 offices in 43 countries. As a... ...Ultra-High Net-Worth, Family Offices, etc.) of... ...portfolios for OCIO’s UHNW and Single Family Office... ...understanding and experience in tax, trust, and estate...TaxTemporary workWork at officeWorldwide- ...importantly, the flexibility to manage your personal and... ...to a strong client relationship through positive interactions... ...SALT and International tax groups. Ensure... ...review bonus payrolls to officers from loan out entities.... ...business management or family office industry; or 6-9...TaxWork at office
- ...notifications when new job openings matching "Family Office / VP jobs in New York, United States"... ...Office (MSFO) within Private Wealth Management is responsible for delivering... ...sophisticated and largest family office relationships. #J-18808-Ljbffr InforCapital, partnershipWork at office
$200k - $250k
Silvercrest Asset Management Group LLC is seeking a Director of Family Office Services based in New York, NY. This full-time role involves overseeing comprehensive wealth management services for ultra-high-net-worth families and high-net worth families. The ideal candidate...Full timeWork at office- CPS Inc. is seeking a Tax Manager with extensive experience in tax preparation for Ultra High Net Worth individuals and family offices. This role requires high technical knowledge and an ability to lead engagements while communicating effectively with clients. The position...TaxWork at office
- CPS, Inc. is seeking a Tax Manager in New York City. This hybrid role requires extensive experience with Ultra High Net Worth individuals and family offices. Responsibilities include preparing complex returns, leading client engagements, managing accounts, and providing...TaxWork at office
- ...A leading family office is seeking a Staff Accountant to manage accounting functions in a fully remote role. Candidates must have over 3 years of experience in... ...responsibilities including oversight of accounts payable and sales tax management. The ideal candidate is detail-oriented...TaxWork at officeRemote work
- A private family office is seeking a Tax Manager to transition outsourced tax compliance in-house. The role requires direct experience in preparing trust tax returns and managing compliance for over 20 closely held entities. This is a hands-on position reporting to the...TaxWork at office
- ...Relationship Manager - HNW Tax & Family Office Services | NYC ~10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment ~ Strong technical expertise reviewing complex individual...TaxWork at office
$200k - $250k
A premier asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families... ...The role requires building and managing client relationships, leading a multidisciplinary team, and...Work at office- Trove is a leading multi-family office, providing tailored... ...sophisticated wealth management, and family governance... ...an expert team. The Relationship Manager (RM) role at Trove... ...lifestyle support or tax planning—and partner... ...financial planning for UHNW individuals or family...TaxWork at office
$70k - $90k
...A wealth management firm is looking for a Tax Senior to manage tax and family office service needs effectively. Key responsibilities include preparing tax returns, reviewing financial information for accuracy, and supporting managers in client meetings. Candidates should...TaxWork at officeFlexible hours$180k - $350k
...services firm is seeking a senior investment professional to manage multi-asset solutions for Family Office clients in New York. The role involves developing... ..., particularly in alternative investments and tax-aware strategies. This position offers a competitive salary...TaxWork at office$150k - $190k
Relationship ManagerSkip to main contentWe respect the... ...CareersRelationship Manager page is loaded## Relationship... ...individuals and families, family offices, endowments,... ...investment managers, tax and estate planning professionals... .... You will serve as UHNW clients’ main point...TaxWork at office$94k - $175k
...provide advisory services to Ultra High Net Worth (UHNW) clients. The role requires managing client relationships, delivering fiduciary advice, and ensuring... ...worth clients and a strong grasp of estate planning, tax, and investment issues. This position offers a competitive...Tax- Senior Accounting Manager - Family Office A large, multi-generational family office is seeking a hands‑on Senior Accounting Manager to oversee accounting... ..., and trusts Review accounting workpapers prepared for tax return preparation Coordinate with private equity fund...TaxWork at office
- ...the business and his personal office. The Role The ideal candidate... ...This is not a typical Office Manager position. You will serve as... ...can context-switch between a tax filing and a college... ...and documentation Personal & Family Operations Manage logistics...TaxContract workWork at officeLocal area
- ...Level Workforce is seeking a Family Office Manager to provide financial and administrative support for a family office based in Atlanta. This part-time, remote role involves bookkeeping, event coordination, and managing professional licenses. Ideal candidates demonstrate...Part timeWork at officeRemote work
£42k per year
Autograph Recruitment is seeking an experienced Private Client Tax Manager in Somerset, United Kingdom. The role involves managing a portfolio of private clients, preparing tax returns, and supporting clients with their tax affairs. Candidates need at least 5 years of experience...TaxWork at officeFlexible hours$21.9 - $28.67 per hour
...Job Description At Uncommon, our Office Managers (OMs) play a central role on our School... ...Operations Teams in ensuring that students, families, and staff have the information and... ...dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care...TaxHourly paySummer workWork at officeLocal areaFlexible hours
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