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 and their family offices face increasingly complex... ...guidance and customized advisory services to navigate family... ...practice serves as a trusted partner, supporting families... ...human resources, operations, tax, technology, risk and philanthropy...Work at officeTaxLocal area
- ...Legacy Planning department as a Senior Family Wealth Strategist. The Senior... ...and education on estate, tax, philanthropic, and multigenerational... ...team works across multiple offices to help preserve and transfer... ...client service. Guidance to advisory teams and clients as to...Work at officeSeniorTaxRemote work
- ...the highest quality advisory consulting services... ...acquisitions, and tax, CFO and HR advisory... ...part of the Centri Family. Career... ...trajectory This Senior Manager position has... ...Managing Director and/or Partner, facilitate calls... ...Proficient in Microsoft Office Suite with an...Work at officeSeniorTaxLocal area
- ...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$95.4k - $180.4k
RSM US LLP is seeking a Family Office Advisory Manager in New York to provide strategic guidance and advisory services to affluent families and their family offices. This role includes supporting client engagements, developing strategic recommendations, and managing practice...Work at officeSenior$120k - $140k
...team. Primary Responsibilities As a Senior Associate in our New York office, your responsibilities would include... ..., business and fiduciary income tax returns including multi-state filings... ...Range $120,000-$140,000 Why Cerity Partners Our people drive our success by working...Work at officeSeniorTaxLocal areaFlexible hours$170.7k - $342.7k
...Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant... ...for a dynamic M&A Federal Senior Tax Manager to join our... ...state of residence or primary office; an active Enrolled Agent (... ...national origin; ancestry; familial or marital status; age; physical...Work at officeSeniorTaxLocal area$115.2k - $230k
...Accounting Policy and Advisory - M&A Senior Specialist for our high... ...required in our NYC office. The Accounting Policy... ...Senior Specialist will partner across Finance,... ...but limited to; Legal, Tax, Treasury, Controllership... ...disability, ethnic origin, family duties, gender...Work at officeSeniorTaxMinimum wageContract workLocal areaRemote workFlexible hours3 days per week1 day per week- ...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
$180k - $350k
...leading global financial services firm is seeking a senior investment professional to manage multi-asset solutions for Family Office clients in New York. The role involves... ..., particularly in alternative investments and tax-aware strategies. This position offers a competitive...Work at officeSeniorTax- ...benefits administration. Ideal candidates would have 8 - 15+ years of experience specifically in family office or UHNW management company accounting. Strong coordination with tax advisors and adherence to internal controls are essential for this role. #J-18808-Ljbffr...Work at officeSeniorTax
- ...financial integrity and operational infrastructure of a private family office. This role requires a skilled professional with over 7 years... ...successful candidate will manage investment tracking, coordinate taxes, and build financial processes, ensuring compliance and...Work at officeSeniorTax
$125k - $150k
...Advisors has been helping families amplify and simplify... ...management, tax, estate, insurance,... ...wealth management. We partner with high-performing advisory firms to expand our... ...credibility with senior stakeholders in high... ...be in a professional office environment or a dedicated...Work at officeSeniorTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours$130k
...working at A&M. Description Senior Associate - Transaction Advisory/Financial Due Diligence... ...funds, sovereign wealth, family office and corporate clients... ...financial accounting and tax services to drive value throughout... ..., support clients, and partner with vendors. It is the A...Work at officeSeniorTaxFlexible hours- # 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
- ...Family Office Advisory Manager We are the leading provider of professional services to the middle... ...Office Advisory team serves as a trusted partner, supporting families with defining,... ...human resources, investment operations, tax, technology, risk, and philanthropy. This...Work at officeTaxTemporary work
$95k - $105k
Analyst, Family Office Advisory (New York and San Francisco) Responsibilities Manage operations for client relationships and/or support Family... ...staff, and executive assistants. Work with legal counsel and tax advisers to implement wealth transfer strategies, tax...Work at officeTax$120k - $135k
...more. Base pay range $120,000.00/yr - $135,000.00/yr One of the top philanthropic families in NYC is seeking a Senior Accountant to assist with the family’s personal accounting and taxes. Responsibilities: Maintain accurate general ledger records for multiple entities,...Work at officeSeniorTaxFull timeRemote work- ...Accountant to join the Business Management & Family Office practice in our Advisory Department. As an Accountant, you will... ...& requests; work closely with Partner/Managing Director/Director to resolve issues. Coordinate with tax and royalty departments as needed....Work at officeTax
- ...most. Schwab Wealth Advisory is a fee‑based,... ...importance of in‑office collaboration and... ...coordinating across partners, and proactively communicating... ...positions, tax‑aware strategies,... ...: Demonstrates a senior learning mindset... ...parental leave and family building benefits...Work at officeSeniorTax
- Overview We have a tremendous opportunity for a Senior Tax Accountant to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small... ...firm. Ability to work independently both in the office and at client locations with local travel. Proficient...Work at officeSeniorTaxSummer workLocal areaMonday to FridayMonday to Thursday
$110k - $350k
...services across accounting, tax, forensic, and... ...experience performing forensic advisory, litigation support or... ...Advisory Manager, Senior Manager, Director or Executive... ...knowledge of Microsoft Office programs.... ...disability, ethnicity, family or marital status, gender...Work at officeSeniorTax$80k - $115k
...The Transaction Advisory Services practice is seeking Senior Associates to join... ...transactions for PE, VC, family-owned businesses... ...different firm offices and/or client locations... ...accounting, tax, and business advisory... ...approximately 450 partners and 4,500 employees...Work at officeSeniorTaxLocal areaFlexible hours2 days per week- Tax Partner - Private Client Group (Trusts & Estates) job... ...Hybrid (Minimum 1 day in office per week) Employment Type: Full-Time Seniority Level: Executive... ...-worth individuals and families. This role will lead complex... ...Top 50 audit, tax, and advisory firm preferred Based in...Work at officeTaxFull timeRelocation1 day per week
- Tax Partner - Private Client Services (Ultra High Net Worth... ...Working (2 Days in Office per Week) About the Opportunity... ...public accounting and advisory firm with a strong... ...-worth individuals, family offices, entrepreneurs... ...clients. This is a senior leadership position...Work at officeTaxFor contractorsPrivate practice2 days per week
- Tax Partner- Private Client Services (PCS) page is loaded## Tax Partner- Private Client Services... ...and fastest growing accounting and advisory firms in the industry* You will have... ...working with high net-worth individual, family office clients and closely-held businesses* Master...Work at officeTaxPrivate practiceLocal area
$127.7k - $269.3k
...of our DNA across our audit, tax, and consulting groups. That’s... ...our industry.Job Description:Senior Manager - Tax Transaction AdvisoryPosition... ...Manager in Tax Transaction Advisory plays a critical role in... ...domestic and international offices to deliver integrated client solutionsCollaborates...Work at officeSeniorTaxLocal areaRemote workWorldwide
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