Lead Tax Partner, Regis - UHNW Family Office
Mercer Advisors Inc.
Mercer Advisors seeks an exceptional Tax Partner - Regis to lead as the primary tax advisor for our Regis client families. You will drive engagements with senior wealth advisors, ensuring tax outcomes align with complex wealth plans. Role requires a CPA and 12–15+ years of experience in cross‑border and multi‑generational tax, with a track record of leading high‑performing teams within an independent fiduciary setting. #J-18808-Ljbffr Mercer Advisors Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Lead Tax Partner, Regis - UHNW Family Office in New York, NY vacancy
- We are the leading provider of professional services to the middle... ...nowhere like RSM.Role:No two family enterprises are the same. Each... ..., investments, family office structures, philanthropic interests... ...generations to come.As a family office tax partner, you will be responsible for...Work at officeTaxFull timeLocal area
- We are the leading provider of professional services to the middle market... ...We are seeking an experienced Tax Partner to join our growing Ultra High Net Worth (UHNW) Fund Executives practice. This... ...funds, as well as related family offices and UHNW multi-generational families...Work at officeTaxLocal area
- New York, NYTax - Tax /Executive /HybridAbout Aprio At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more... ...standards.PreferredDeep experience with Family Office. Experience operating in high growth, multilocation...Work at officeTaxLocal area
- Landing Point, a leading multi-family office, seeks a Vice President of Wealth Strategies in New York to lead individual income tax planning across client teams. The role focuses on UHNW families and complex tax planning. You will serve as SME to client coverage teams,...Work at officeTax
- 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... ...including oversight of accounts payable and sales tax management. The ideal candidate is detail-oriented and able to...Work at officeTaxRemote job
$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...Work at officeTax- ...business‑owning clients, corporate executives, family offices with operating companies, and board... ....Engage Private Client Advisors, Wealth Partners, Family Office, and Business Owners &... ...enterprise financial wellness.Corporate Lead Generation Identify corporate triggers...Work at office
- ...reach your goals. Our National Tax Office team is seeking a highly skilled and experienced Partner to join our growing M&A and tax... ...opportunities for additional services.Lead and mentor a team of tax... ...as high net worth individuals, family offices, not-for-profit organizations...Work at officeTaxFull timeLocal area
- We are the leading provider of professional services to... ...for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides... ...companies, joint ventures, family partnerships,... ...UHNW clients and family offices. You would immediately...Work at officeTaxFull timeLocal areaImmediate start
- ...your goals. EisnerAmper is seeking a Partner to expand our Real Estate Tax practice. This open position offers... ...working model with three days a week in office.The goal of EisnerAmper’s Real... ...well as high net worth individuals, family offices, not-for-profit organizations...Work at officeTaxFull timeLocal area3 days per week
- EisnerAmper is seeking a Partner to expand our Real Estate Tax practice. This open position offers the opportunity to join a high-performing, high-growth... ...on a hybrid working model with three days a week in office. The goal is to help our clients become operationally efficient...Work at officeTax3 days per week
- ...CEO - Single Family Office New York, New York, United States... ...seeking a CEO to lead all aspects of the platform... ...oversight Partner closely with the family... ...Supervise finance, tax, legal and reporting functions... ...Experience working directly with UHNW principals...Work at officeTax
- We are the leading provider of professional services to the middle... ...exciting opportunity for a Federal Tax Partner focusing on real estate funds... ...of residence or primary office. Minimum of twelve(12) years... ...; national origin; ancestry; familial or marital status; age; physical...Work at officeTaxFull timeLocal area
- ...RoleLegora is seeking a Partner Program Manager to... ...readiness to grow into a team lead or managerial role as... ...: Union Square office designed for ambitious... ...plans via Vision Care Family Support Generous parental... ...dependents Additional Perks Pre-tax commuter benefitsLife...Work at officeTax
$250k
...UHWN Wealth Advisor Multi-Family Office Midtown Overview Dynamic, fast-growing Multi... ...complex wealth transfer and tax mitigation strategies for UHNW families. Key Responsibilities This role partners directly with the founder and the firm's...Work at officeTax- ...mergers & acquisitions, and tax, CFO and HR advisory... ...'re part of the Centri Family. Career Advancement:... ...trajectory The Partner within the Accounting Operations... ...Responsibilities: Lead the growth of an... ...Proficient in Microsoft Office Suite with an emphasis...Work at officeTaxLocal area
- ...prominent multi-practice, multi-office law firm, is seeking an experienced Counsel or Partner to join its Real Estate Finance... ...401(k) and Firm Match Family and Medical Leave Medical Flexible... ..., Sick and Personal Time Pre-Tax Transportation Benefit Vision...Work at officeTaxTemporary workFlexible hours
$400k
...Rimon's distributed model allows partners to work from anywhere while... ...its private wealth and family office practice. This role is intended... ...to deep internal support in tax, corporate, real estate, and... .... Key Responsibilities Lead and grow a partner-level trusts...Work at officeTaxRemote work- Henderson Harbor Group seeks a seasoned Tax Director / Tax Partner to lead Boise's tax practice, advising high-net-worth clients and family offices on sophisticated tax planning and compliance. You will mentor a team, drive cross-border engagements, and expand client relationships...TaxRelocation package
- DescriptionMorgan Stanley is a leading global financial... ...more than 1,200 offices in 43 countries.As... ...(“OCIO”) group partners with Morgan Stanley... ...-High Net-Worth, Family Offices, etc.) of Morgan... ...for OCIO’s UHNW and Single Family Office... ...and experience in tax, trust, and estate...Work at officeTaxTemporary workWorldwide
$80k - $125k
...About The Company Our client is a multi-family office that provides tailored wealth management... ...integrating investment strategies with estate and tax planning to preserve and grow... ...chances of interviewing at Arrow Search Partners by 2x Sign in to set job alerts for “Accountant...Work at officeTaxFull time- ...Description A growing Multi-Family Office and Advisory Firm is seeking... ...approach across accounting, tax, financial reporting, investment... ...follow a defined path toward Partner. \n \n Key... ...taxation and experience with HNW/UHNW tax planning and compliance is...Work at officeTax
- ...Walter AI and Graceview. We partner with world-class performers: including... ...environment: Union Square office designed for ambitious... ...Vision plans via Vision Care Family Support Generous parental leave... ...dependents Additional Perks Pre-tax commuter benefits Life...Work at officeTax
$350k - $375k
...Job Description VP, Tax - Prestigious High Net Worth Family Office, Midtown | Hybrid | $350K–$375K All-In Compensation... ...\n Responsibilities: \n \n Lead tax planning and compliance... ...experience, including significant work with UHNW individuals, families, partnerships...Work at officeTaxImmediate start$200k
Our client is a public accounting firm. They seek a Tax Partner to join their Financial Services group in their Manhattan, NY office.ResponsibilitiesDevelop strong relationships with key clients in the financial services industryProvide high-level tax advisory services...Work at officeTaxRemote work$250k
...client is a public accounting firm. They seek a Partner, Emerging Companies Group to join their Manhattan, NY office.ResponsibilitiesBuild and maintain trusted relationships... ...tailored advisory servicesAdvise clients on tax-efficient strategies aligned with business...Work at officeTaxLocal areaRemote work$170k - $316k
...core mission is to innovate industry-leading solutions for Legal, Tax & Accounting, Risk, and News Media professionals... ...hybrid working environment for our office-based roles while delivering a... ...responsibilities, whether caring for family, giving back to the community, or...Work at officeTaxFull timeLocal areaFlexible hours$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 officeTaxFull timeRemote work- ...principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations... ...and records are maintained for each vehicle. \n Tax & Estate Coordination — Partner with outside tax...Work at officeTax
$400k
Overview Private Client Services Tax Partner - Hybrid New York City Office. Compensation: $400k +. This is a hybrid... ...Northeast region. What You’ll Do Lead partner-level compliance reviews and... ...working with high net-worth individuals, family offices, and closely-held businesses...Work at officeTaxFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Tax Partner, Regis - UHNW Family Office. Be the first to apply!
Related searches
- partner success manager New York, NY
- partner manager New York, NY
- associate partner New York, NY
- care partner New York, NY
- partner alliance manager New York, NY
- community partners New York, NY
- partner channel marketing manager New York, NY
- director partner marketing New York, NY
- partner sales manager New York, NY
- senior partner marketing manager New York, NY





