Senior Tax Partner - Family Office Advisory
RSM US LLP
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 emphasizes growing client relationships, supervising staff, and ensuring exceptional service while navigating state, local, and international tax considerations. #J-18808-Ljbffr RSM US LLP
$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...Work at officeSenior$110k - $120k
Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Family... ...seamlessly, you will be an integral partner in helping families navigate both... ..., bill pay, cash movements, tax payments, and documentation with accuracy...Work at officeSeniorTax- ...nowhere like RSM.Affluent families around the world face... ...corresponding family offices - often oversee complex... ...guidance and customized advisory services to navigate family... ...serves as a trusted partner, supporting families... ...resources, operations, tax, technology, risk and philanthropy...Work at officeTaxFull timeLocal area
$115k - $270k
...business. This role is in our Partner Family Office. OUR IMPACTWealth... ...and beyond, which may include tax and estate planning, philanthropic... ...relationships with firm’s partners, senior executives, and related... ...and holistic wealth advisory recommendations to clientsWork...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.... ...PreferredDeep experience with Family Office. Experience operating in high... ...local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative...Work at officeTaxLocal area
- ...Greater New York Area is seeking a Tax Director to join the family office's executive team. The role reports... ...the family office CFO and requires a senior-level leader with deep experience... ...-worth clients, or trust & estates advisory, plus a BA in accounting, taxation,...Work at officeSeniorTax
$158.1k - $293.5k
Strategic Innovation Partner - Tax, Audit & Accounting Professionals Senior Director | Strategic Accounts... ...building a new senior advisory function to serve our... ...CIO, Chief Innovation Officer, National Tax Practice... ...responsibilities, whether caring for family, giving back to the...Work at officeSeniorTaxWorldwideFlexible hours2 days per week3 days per week- ...& Risk Consulting Senior that will perform... ...growing accounting and advisory firms in the... ...from different firm offices and/or client locations... ...accounting, tax, and business advisory... ...approximately 500 partners and 5,000... ...worth individuals, family offices, not-for-profit...Work at officeSeniorTaxFull timeLocal area
- ...sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and...Work at officeTaxFull timeLocal area
- Most HNW tax roles keep you focused on one piece of the client relationship... ...respected wealth management and advisory firm is looking to add a Senior Associate to its New York team. This... ...accounting, wealth management, or a family office environment Strong experience preparing...Work at officeSeniorTax
- ...We are seeking a Senior Manager, Bankruptcy... ...growing accounting and advisory firms in the... ...from different firm offices, conferences and... ...largest accounting, tax, and business... ...approximately 450+ partners and 5,000 employees... ...worth individuals, family offices, not-for-profit...Work at officeSeniorTaxFull timeContract workLocal areaFlexible hours
- ...Description Job Description Most Senior Tax roles have you preparing... ...wealth management and advisory firm is seeking a Senior Associate... ...-net-worth individuals and families, working across tax planning,... ...worth individuals and family offices ~ Bachelor's degree in Accounting...Work at officeSeniorTax
- ...provides the highest quality advisory consulting services to... ...& acquisitions, and tax, CFO and HR advisory... ...’re part of the Centri Family. Career Advancement Working... ...trajectory. The Senior Associate position has... ...Proficient in Microsoft Office Suite with an emphasis...Work at officeSeniorTaxLocal area
$200k
...) This Is Not a Traditional Tax Role This is not a compliance... ...-plus position. This is a senior-level tax advisory role focused on advanced planning... ...UHNW founders, multi-entity family enterprises, and... ...in public accounting, family office, private client services, or...Work at officeSeniorTaxRemote workFlexible hours$184.9k - $217.5k
...West Monroe is seeking a Senior Manager to join our growing Office of the CFO Advisory team within our... ...private equity operating partners.Identify and shape follow... ...to-Pay, FP&A, Treasury, Tax, or Financial Reporting... ...equity.Employees (and their families) are covered by medical...Work at officeSeniorTaxLocal areaImmediate startFlexible hours$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... ...supervisory experience. Consultative or business advisory experience, and experience with outsourced/delivery...Work at officeSeniorTax$70k - $150k
To complement its existing Transaction Advisory Services offering, Kroll is continuing to grow... ...including Transaction Advisory Services, Tax and Valuations.We are seeking a high-... ...High proficiency in the use of Microsoft Office, with focus on Excel, PowerPoint, and Word...Work at officeSeniorTax$120k - $140k
...beyond traditional tax compliance and... ...worth individuals and families? This Jobot Job is... ...and family office firm serving high-... ...financial planning, tax advisory, estate planning,... ...development Job Details The Senior Tax Associate will... ...and contracted partners. Frequency varies...Work at officeSeniorTaxFor contractorsLocal areaFlexible hours$85k - $125k
...presence that provides expert financial advisory to companies across a diverse range... ...business management services from tax planning and audits to the most detailed... ...and financial restructuring. Title: Senior Associate, Family Office Department: Family Office Supervises:...Work at officeSeniorTaxFull time$160k - $210k
...Hybrid – 3 days/week in office) In this position,... ...and strengths as a Senior Managing Director,... ...They will deliver advisory services for a... ...support you and your family, including medical,... ...401k matching and tax-advantaged flexible... ...talent acquisition partner recruiting for this...Work at officeSeniorTaxFull timeTemporary workWork from homeWorldwideFlexible hours3 days per week- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily OfficeOn-siteLocationNew York, United... .... Oversee a reporting team and partner across wealth management, investment,... ...investment reporting, wealth planning, tax and estate advisory, and philanthropic...Work at officeTax
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...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
- Jobot is seeking a Senior Tax Associate to deliver tax compliance, planning, and family office services to high-net-worth individuals. You will work with clients and wealth-management teams to provide comprehensive financial support and superior service. The role combines...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
$90.8k - $149.8k
...world. FAAS TAAG - Senior When our clients... ...Financial Accounting Advisory Services (FAAS)... ...Collaborating with partners, senior managers... ...transportation to/from the EY office and client sites.... ...breaks, Personal/Family Care, and other... ..., consulting, tax, strategy and...Work at officeSeniorTaxWork experience placementSummer holidayFlexible hours- 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
$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- 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
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