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
...approach to business and relationships. We know that supporting... ...recruiting a Relationship Manager (RM) to join our multi‑family (MFO) team in New York, NY... ...- integrating estate and tax planning Ensure all... ...physically present in the office when not traveling for business...TaxWork at officeLocal area$89.25k - $105k
...Advisors has been helping families amplify and... ...planning, investment management, business management, tax, estate, insurance,... ...Job Summary: The Relationship Manager is a key member... ...experience to UHNW clients Client's... ...software and Microsoft Office Products Client...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$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- ...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
$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- ...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
$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- 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
$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$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- ...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
- ...Tax Manager - Family Office Group CPA Firm seeking a Tax Manager for its Family Office Group Job Description Responsibilities:... ..., projections and budgets Independently manage client relationships, including tax planning, estate planning, and risk management...TaxWork 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
- 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
- ...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- 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
- ...Family Office Advisory Manager We are the leading provider of professional services to the middle market... ...resources, investment operations, tax, technology, risk, and philanthropy.... ...focused support to leading advisory relationships. Take an active role in business...TaxTemporary workWork 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$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- 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
- ...and most importantly, the flexibility to manage your personal and professional life to... ...Accountant to join the Business Management & Family Office practice in our Advisory Department. As... ...to resolve issues. Coordinate with tax and royalty departments as needed....TaxWork at office
£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- ...with a well-regarded fund manager, who has a focus on the tax efficient investments... ...managing and expanding existing relationships, as well as expanding... ...and target relevant HNW & Family offices. Work closely with the... ...Experience in working with HNW/UHNW indidivuals Have sold...Tax
$100k - $125k
...competitive advantage. The Office Manager is central to making that... ...consumables, supplies, and vendor relationships - placing orders and... ...subsidized) - for you and up to 3 family members, supporting both... ...Account (FSA) - set aside pre-tax dollars for eligible...TaxFor contractorsWork at officeLocal areaFlexible hours- 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...Remote jobPart timeWork at office
$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...TaxFull timeWork at office
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