Tax-Focused Wealth Strategist for UHNW Families
BBR Partners
BBR Partners seeks a Vice President, Wealth Strategies to act as a wealth strategist with a primary focus on individual income tax planning across client teams. This role is tax‑planning oriented with involvement in insurance, lending, and other wealth management functions. You will support client teams, engage in strategic discussions, manage external advisor relationships, and contribute to internal education and content. #J-18808-Ljbffr BBR Partners
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax-Focused Wealth Strategist for UHNW Families in New York, NY vacancy
- 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...TaxWork at office
$130k - $170k
BBR Partners' Wealth Strategies team serves as a... ...strong foundation of tax-aware planning, recognizing... ...takes a holistic, family office-style approach... ...to serve as a wealth strategist with a primary focus on individual income... ...related to UHNW clients (life insurance...TaxTemporary workCasual workWork at officeRemote workFlexible hours£250k per year
...Private Physician to UHNW Family – Concierge & Continuity Focus (Riyadh) New York, United States | Posted on 13/07/2026 Elite Private Physician vacancy in Riyadh for UHNW Family. Up to £370k tax-free. Requires Western board certification and 5 years post-CCT experience...Tax$158.01k - $276.46k
...most successful individuals, families, and institutions by remaining... ...and exceptional service. Wealth Strategist/Client Development Sales Executive... ...with ultra high net worth(UHNW) individuals, families and... ...knowledge of wealth transfer and tax planning strategies. And you'...TaxLocal areaFlexible hoursNorthern Trust
New York, NY2 days ago$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy... ...wealth transfer planning, tax mitigation planning, business... ...detailed cash flow models for UHNW clients. Coordinate modeling... ...GRATs, SLATs, IDGTs, QPRTs, and family limited partnerships....TaxTemporary workWork at officeNewEdge Capital Group LLC
New York, NY2 days ago$70k - $140k
...Role We are seeking a client-focused, intellectually curious, and... ...our team as an Associate Wealth Strategist. This role sits at the heart... ...of mind for the individuals, families, entrepreneurs, and closely... ...trust and estate coordination, tax-efficiency strategies, and...TaxFor contractorsWork at officeFlexible hoursSatovsky Asset Management LLC
New York, NY2 days ago$158.01k - $276.46k
...Overview At Northern Trust, the Wealth Strategist position is a key business... ...relationships with individuals, families, non‑profit institutions, and... ...with ultra high net worth (UHNW) individuals, families and... ...knowledge of wealth transfer and tax planning strategies, and...TaxLocal area- ...dynamic and experienced Investment Strategist to join J.P. Morgan Private... ...the Team J.P. Morgan Asset & Wealth Management delivers industry‑... ...helps individuals, families and foundations take a more intentional... ...finances to better define, focus and realize their goals. #J-...Work at officeLocal area
$200k - $260k
...CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and... ...clients understand their estate planning, tax planning, philanthropic vehicles, life... ...internal and external clients in a clear, focused and concise manner.You possess strong...TaxFull timeRemote work$115k - $270k
...IMPACTGoldman Sachs Family Office is seeking... ...Ultra-High-Net-Worth (UHNW) clients. This strategic role will focus on developing and... ...our clients' overall wealth management and... ...which may include tax and estate planning... ...Partner with Wealth Strategist to educate PWA teams...TaxFull timeTemporary workPart timeWork at office- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location... ...harvesting to enhance tax efficiency, portfolio... ...services, with a strong focus on portfolio management,... ...service for employees and family members facing critical health...TaxFull timeTemporary workWork at office
$170k - $210k
...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...methodology here.Regis UHNW Team: Our Regis Group was... ...and challenges. Regis Wealth Advisors work hand-in-... ...Senior Wealth Advisor focuses on deepening relationships...TaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (... ...federal and state tax laws relating to our areas of focus Promote J.P. Morgan’s knowledge and...TaxWork at officeLocal area
- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer. Advise clients on estate and... ...as expert on estate, gift, and income tax law changes and their impact on client...Tax
- JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing on multi-asset, tax-aware strategies and bespoke client services. The role collaborates with U.S. Private Bank Advisors, delivers holistic...Tax
- ...asset management firm seeking a Private Wealth Investment professional to support portfolio... ...for high-net-worth individuals and families. You will synthesize client data, align solutions... ...across Private Wealth, planning, tax, and trust teams, while traveling as needed...Tax
- A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial... ...with senior team members and requires a solid understanding of tax and estate planning. Benefits include a competitive salary and a...Tax
$115k - $270k
...business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...growth is driven by a relentless focus on our people, our clients and customers... ...and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork at office£270k per year
...Private Longevity & Family Physician – UHNW Clinical Suite (Abu Dhabi) New York, United States | Posted on 13/07/2026 Private UHNW Physician role in Abu Dhabi. Up to £390k tax-free. Focus on 1:1 clinical continuity, longevity strategies, and global travel readiness...Tax- ...team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors, ensuring outcomes and experience for our... ...bar license, 15+ years in estate planning, and deep tax/estate planning expertise. You will operate in a collaborative...Tax
- Insite US is seeking a Tax Partner to lead and expand its Private Client practice, focusing on ultra-high-net-worth individuals, families, and family offices. The role demands senior leadership, deep UHNW tax knowledge, and cross-border planning expertise. As a partner,...TaxPrivate practice
- Wealth.com in New York City seeks a Paralegal to support Associate Counsel and senior staff on trusts and estates, focusing on transfer taxes and wealth transfer planning within a fast-moving fintech startup... ..., draft summaries, review UHNW estate plans, and help enhance...TaxWork at office
$174k - $261k
...day: Integrity, Client Focus, Diverse Perspectives,... ...Whether you’re raising a family, you’re passionate... ...Trust, Estate & Fiduciary Strategist at Capital Group.”Capital... ...offering comprehensive wealth management, and... ...advisors, and our internal tax, legal, trust and wealth...TaxFull timeTemporary workWork at officeLocal areaFlexible hours- ...professionals within J.P. Morgan Wealth Management Solutions, managing... ...multi-asset solutions for Family Offices. The investment solutions... ...for developing a customized tax-aware investment strategy that... ...or finances to better define, focus and realize their goals.Full...TaxWork at officeFlexible hours
$80k - $160k
...planning solutions, including tax planning and preparation, estate... ...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs... ...worth individuals, as well as family offices, foundations and endowments... ...is driven by a relentless focus on our people, our clients and...TaxFull timeTemporary workPart timeWork at office- ...environment—empowering advisors to focus on clients, growth, and... ...They are seeking experienced Lead Wealth Advisors to join their team in key... ...advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate...TaxWork at officeLocal areaRemote work
$250k
Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester... ...providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash...TaxWork at office$165k - $185k
...addition to portfolio advice, and wealth planning services. We offer a... ...in assets for individuals, families, and charitable institutions.... ...across investments, planning, tax, and trust Analyze and manipulate... ...and training content) with a focus on developing repeatable...TaxLocal areaWorldwideShift workNeuberger
New York, NY3 days ago$80k - $125k
...The Company Our client is a multi-family office that provides tailored wealth management services to high-net-worth... ...investment strategies with estate and tax planning to preserve and grow... .... The Family Office Accountant will focus on bill pay and legal entity accounting...TaxFull timeWork at office- ...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...TaxWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax-Focused Wealth Strategist for UHNW Families. Be the first to apply!
Related searches
- strategist New York, NY
- business strategist New York, NY
- program strategist New York, NY
- account strategist New York, NY
- workplace strategist New York, NY
- investment strategist New York, NY
- senior brand strategist New York, NY
- technology strategist New York, NY
- media strategist New York, NY
- strategy consultant New York, NY