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
...approach to business and relationships. We know that supporting... ...career. Join us as a Single Family Office (SFO) Relationship Manager BBH seeks to hire a... ...expertise across investments, tax, trust and estate, and... ...preference for experience with UHNW/Single Family office....TaxWork at officeLocal areaFlexible hours- BBH in New York seeks a Senior Relationship Manager to lead business development for our Single Family Office practice. You will source, cultivate... ...and close opportunities with UHNW clients and family offices, coordinating with investment, tax and fiduciary teams to deliver...TaxWork at office
$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- A specialized recruiting firm is looking for a Tax Manager to oversee tax compliance and strategy for ultra-high net worth families. This full-time position involves preparing tax returns, analyzing projections, and staying updated on tax regulations. The ideal candidate...TaxFull timeWork at office
$89.25k - $105k
Job Summary: The Relationship Manager is a key member of the Client... ...service experience to UHNW clients Client's key... ...such as RMDs, tax loss harvesting, cash... ...software and Microsoft Office Products Client Relationship... ...Employee Assistance Plan Family Medical Leave Paid...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...portfolio of a private family office and its related... ...expenses. Investment Management Maintain investment tracking... ...investments. Manage relationships with fund managers, bankers... ...scenario planning. Tax, Legal & Compliance... ..., venture capital, or UHNW experience preferred....TaxWork at office
- ...is seeking a senior wealth management professional with broad experience... ...in business management or family office settings. The role focuses... ..., and strengthening client relationships. Responsibilities include coordinating... ...with SALT and international tax teams, supervising staff,...TaxWork at office
- Our client is a Single Family Office hiring for a newly created Tax Manager Role. Responsibilities Complex tax preparation and filings including individual, trust... ...and related entities Qualifications 5-8 years of UHNW tax experience, with exposure to estate, gift and trust...TaxWork at officeLocal area
$200k - $250k
Silvercrest Asset Management Group LLC is a leading independent... ...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...TaxFull timeWork at office- 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
- ...Services Firm based in New York City, is seeking an experienced Family Office Accounting Manager. The successful candidate will maintain accounting records... ...environments, and a strong understanding of financial and tax reporting. Proficiency in QuickBooks is also essential....TaxWork at office
$130k - $150k
...supporting payroll operations for Multi Family Office. This role provides high touch service across... ...-state compliance, and the ability to manage sensitive client and employee matters... ...unemployment insurance (SUI) and state/local tax withholding as clients expand into new...TaxMinimum wagePermanent employmentTemporary workWork at officeLocal areaRelocationFlexible hoursShift work$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$100k
...consulting. It’s stewardship — of relationships, wealth, and purpose — and... ...a high‑impact fractional family office practice operating as the de... ...cash flow, entity strategy, tax planning, and financial... ...estate tax strategies, risk management analysis, investment coordination...TaxFor contractorsWork at officeImmediate startRemote work- LMC, a New York City-based CPA firm, seeks a Director of Family Office Business Management to lead financial strategy, operations, and client advisory... ...You will supervise staff, optimize workflows, coordinate tax planning across multi-state and international contexts, and...TaxRemote jobWork at officeFlexible hours
- A highly respected private family office is seeking an exceptional Travel Manager to oversee all aspects of complex domestic and international travel for a... ...records and reporting Build and maintain trusted relationships with luxury travel partners and preferred vendors...Work at officeImmediate startWorldwide
$80k - $110k
Staff Accountant - Fully Remote UHNW Family Office - $80k- $110k + B and company paid benefits... ...and grow long‑term within a stable, relationship‑driven environment.... ...family office and gallery entities Manage sales tax and inventory accounting, particularly...TaxRemote jobWork at officeImmediate start- ...Contribute to a strong client relationship Negotiate the purchase... ...SALT and International tax groups Ensure staffing... ...for client onboarding Manage & mentor with team... ...bonus payrolls to officers from loan out entities... ...business management or family office industry 6-9 years...TaxWork at office
- ...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
- 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...TaxWork at office
- A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of...TaxWork at office
- About Savvy Wealth: Wealth management is a $545 billion industry that still... ...grow without running the back office themselves. Advisors bring... ...Come help us scale! The Role: A family office does more than manage money. It runs a family's taxes, their estate, their trusts,...TaxLive inWork at office
- ...integrity and operational infrastructure of a private family office. This role requires a skilled professional with over... ...or investment roles. The successful candidate will manage investment tracking, coordinate taxes, and build financial processes, ensuring compliance...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
$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 - $75,000...TaxWork at office- ...investment and wealth management firm with a... ...worth individuals and families, family offices, endowments, foundations... ...investment managers, tax and estate planning professionals... ...custody platforms. Relationship Manager Fiduciary... .... You will serve as UHNW clients’ main point of...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...TaxRemote jobWork at office
- CPA Firm seeking a Tax Manager for its Family Office Group Job Description Responsibilities: Supervise, direct a team members performing duties... ...forecasts, projections and budgets Independently manage client relationships, including tax planning, estate planning, and risk...TaxWork at office
$146k - $200k
Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members...TaxWork at office- CFA Institute is seeking a Finance and Accounting Manager to oversee in-house accounting for the CHC, KRC, and IFF within a single family office and foundation structure. This role focuses on full-cycle bookkeeping, tax collaboration, and governance across entities in a...TaxWork at office
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