Family Office Tax Senior Associate: High-Net-Worth Advisory
Brewer Morris
Brewer Morris is seeking a Tax Family Office Senior Associate for the New York team of a Top 10 wealth management firm. The role blends tax compliance, planning, financial administration, and client advisory work for high-net-worth individuals and families. You will prepare complex state and multi-state filings, support tax planning, respond to notices, and collaborate with attorneys, investment advisors, and other professionals to ensure client satisfaction and profitability. #J-18808-Ljbffr Brewer Morris
- Most HNW tax roles keep you focused on one... ...the center of it. A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York... ...with a strong high-net-worth tax foundation who... ...wealth management, or a family office environment Strong...Work at officeSeniorHigh net worth
$120k - $140k
Senior Tax Associate - High Net Worth Clients & Family Office Services $120,000 - $140,000 per year | New York, NY | On-Site | Permanent Flexible Hybrid Schedule... ...investment management, financial planning, tax advisory, estate planning, and family office services under...Work at officeSeniorHigh net worthPermanent employmentFor contractorsLocal areaFlexible hours$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 a...Work at officeSeniorHigh net worth- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning.... ...collaborate with a small team to deliver integrated family office services. The role emphasizes attention to detail, strong...Work at officeSeniorHigh net worth
- 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... ..., and help deliver integrated services to high-net-worth individuals and not-for-profit clients. Onsite...Work at officeSeniorHigh net worth
- ...Description Most Senior Tax roles have you... ...financial lives. A highly respected wealth management and advisory firm is seeking a Senior Associate to join its New... ...advisor to high-net-worth individuals and families, working across... ...and family offices ~ Bachelor's degree...Work at officeSeniorHigh net worth
$110k - $120k
Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate... ...looking for high quality individuals to join... ...bill pay, cash movements, tax payments, and documentation... ...experience supporting high net worth or ultra-high net worth...Work at officeSeniorHigh net worth- 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...Work at officeSeniorHigh net worthLocal area
$95k - $140k
...and fastest growing accounting and advisory firms in the industry You will have... ...Collection Due Process Hearings Perform tax research and draft tax memoranda on... ...-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...Work at officeSeniorHigh net worthFull timeLocal area$100k - $150k
...fastest growing accounting and advisory firms in the industry You will... ...work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...-market companies, as well as high net worth individuals, family offices, not-for-profit...Work at officeSeniorHigh net worthFull timeLocal area$70k - $90k
Pathstone, a leading wealth management firm in New York, is seeking a Tax Senior to manage tax return preparations and support high net worth clients. Ideal candidates will have a Bachelor’s degree in accounting and 3-5 years of relevant experience. This role offers a competitive...Work at officeSeniorHigh net worthFlexible hours- ...New York Area is seeking a Tax Director to join the family office's executive team. The... ...office CFO and requires a senior-level leader with deep experience in tax for high-net-worth individuals and entities.... ...clients, or trust & estates advisory, plus a BA in accounting,...Work at officeSeniorHigh net worth
- ...on delivering high-quality... ...cost-effective tax solutions. Our... ...compliance, and advisory services to a... ...individuals, families, estates and... ...businesses, and high-net-worth individuals.... ...seeking a Senior Tax... ...requires in-office presence three... ...new Senior Tax Associate jobs in New York...Work at officeSeniorHigh net worthFull time3 days per week
$95k - $110k
...At Sax Advisory Group, LLC we are a forward... ...disciplinary accounting, tax, and advisory... ...held companies, family‑owned businesses,... ..., government and high‑net‑worth individuals. We... .... Position: Tax Senior Associate (Full‑time) – NYC... ...or Parsippany, NJ office based on location...Work at officeSeniorHigh net worthFull timeTemporary workWork experience placementSummer workFlexible hours$100k - $150k
..., professionals and high net worth families. The firm's services... ...management, estate and tax planning and... ...immediate opening for a Senior Tax Associate . Our Tax Practice... ...business planning, advisory & compliance services... ...position: 2 days in office / 3 days remote....Work at officeSeniorHigh net worthLocal areaImmediate startRemote work- ...Risk Consulting Senior that will... ...accounting and advisory firms in the industryYou... ...to Director/Associate/Manager for... ...firm offices and/or client... ...Must exhibit a high degree of professionalism... ...accounting, tax, and business... ...well as high net worth individuals, family offices, not-...Work at officeSeniorHigh net worthFull timeLocal area
$120k - $140k
...team. Primary Responsibilities As a Senior Associate in our New York office, your responsibilities would... ...personal, business and fiduciary income tax returns including multi-state filings... ..., CFP desirable 5 - 7 years of High Net Worth tax experience with CPA firm or wealth...Work at officeSeniorHigh net worthLocal areaFlexible hours- ...Brothers Harriman is looking for a Head of Investment Advisory to enhance their client services for Single Family Office clients. This role entails providing investment... ...skills, and a proven track record with ultra high-net-worth clients. The position offers a comprehensive...Work at officeHigh net worth
- ...We are seeking a Senior Manager, Bankruptcy... ...accounting and advisory firms in the industry... ...different firm offices, conferences and... .... Possess a high degree of professionalism... ...accounting, tax, and business advisory... ...as well as high net worth individuals, family offices, not-for-...Work at officeSeniorHigh net worthFull timeContract workLocal areaFlexible hours
- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily OfficeOn-siteLocationNew York, United... ...reporting solutions for ultra-high-net-worth (UHNW) clients and institutional family... ...reporting, wealth planning, tax and estate advisory, and philanthropic...Work at officeHigh net worth
$90k - $120k
...details Join a Premier Multi-Family Office with Exceptional Growth,... ...provides integrated financial advisory, tax, accounting, investment... ...family office services to high-net-worth and ultra-high-net-worth individuals... ...The Family Office Tax Associate will support a diverse...Work at officeHigh net worthFor contractorsLocal areaFlexible hours- Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses on strategic implementation and optimization of reporting solutions for ultra-high-net-worth clients. Key responsibilities include leading consolidated...Work at officeHigh net worth
$85k - $125k
...provides expert financial advisory to companies across a diverse... ...management services from tax planning and audits to the... ...restructuring. Title: Senior Associate, Family Office Department: Family Office... ...planning support to ultra-high-net-worth individuals and families....Work at officeSeniorHigh net worthFull time$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...Work at officeSeniorHigh net worth- About The Role Title: Tax Senior Associate, Private Client Group Department: Tax, Private... ...that provides expert financial advisory to companies across a diverse range... ...the primary point of contact for high-net-worth clients and family offices, building and maintaining strong...Work at officeSeniorHigh net worthFull timeLocal area
$103k - $130k
...Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...net-worth individuals, fiduciary tax, not for profit compliance and... ...environment to deliver integrated family office services to clients. Aiding in...Work at officeSeniorHigh net worthPermanent employmentTemporary workWork experience placementFlexible hours- ...Australia-Employment seeks a Senior Tax Manager for their New York office, focusing on tax compliance and advisory for high-net-worth individuals. This role requires expertise in complex taxation, client service skills, and the ability to manage multiple engagements....Work at officeSeniorHigh net worth
$120k - $140k
Tax Family Office Senior Associate | High Net Worth & Family Office Services | New York, NY We are partnering with a highly respected Top 10 wealth management... ...tax planning, financial administration, and client advisory work, making it an excellent opportunity for...Work at officeSeniorHigh net worthFlexible hours$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... ..., has public accounting experience, and is familiar with high net worth families. The position offers a starting salary between $55,000 - $...Work at officeHigh net worth- Jobot is seeking a Family Office Tax Associate to support a portfolio of high-net-worth clients with accounting, bookkeeping, and financial administration. You will handle payroll, bill payments, GL entries, and reconciliations while coordinating with external vendors...Work at officeHigh net worth
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