Tax Advisor - Wealth Management

Job Description

Tax Advisor – Ultra-High-Net-Worth / Family Office

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Locations: New York City, Boston, Chicago, Charlotte, or Philadelphia

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Schedule: Hybrid – 3 days/week onsite

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Compensation: $350-400k all-in

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A premier financial services organization is seeking an experienced Tax Advisor to join its growing multi-family office and private wealth platform. This is a highly client-facing role focused primarily on tax planning, strategy, and advisory for ultra-high-net-worth individuals, families, business owners, and family offices .

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The role sits on a lean, high-caliber tax team and offers an opportunity to move away from the billable-hour environment of public accounting while continuing to advise highly sophisticated clients.

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Responsibilities

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• Advise UHNW individuals and families on complex income, estate, trust, and entity tax matters
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• Develop proactive tax planning strategies designed to optimize after-tax results
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• Partner with family office professionals, relationship managers, attorneys, accountants, and external advisors
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• Review complex individual and entity tax returns to identify planning opportunities
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• Integrate tax strategy into broader estate, investment, cash flow, and wealth planning
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• Review financial statements and tax implications for partnerships, corporations, trusts, and private foundations
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• Remain hands-on with complex tax matters when needed while focusing primarily on planning and advisory
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Qualifications

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• 7+ years of UHNW individual tax experience
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• Experience advising clients with $50M+ net worth strongly preferred
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• CPA strongly preferred; JD or advanced tax credential also considered
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• Strong background in complex individual, trust, estate, partnership, and/or family office tax matters
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• Excellent client-facing and relationship management skills
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• Public accounting, private wealth, or family office experience preferred
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Why Consider It

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• up to $400K for an exceptional candidate
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• Significant bonus opportunity with potential for a guaranteed bonus
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• Predominantly planning and strategy vs. compliance
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• No billable hours
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• Strong quality of life compared with traditional public accounting
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• Direct exposure to sophisticated UHNW families and complex planning matters
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• Hybrid flexibility across five major markets
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