Multi Family Office - Tax/Family Office Rm

Multi Family Office - Tax/Family Office RM | NYC

A $5B+ New York City Multi-Family Office is seeking an experienced private client tax professional for a client-facing role combining HNW/UHNW tax planning, relationship management, and family office advisory work.

This is an opportunity for a senior tax professional who wants to move beyond a traditional compliance-focused role. You will advise ultra-high-net-worth families on complex tax and wealth planning matters, in addition to high-level consulting in all areas of Family Office services.

There are no business development responsibilities.

Key Responsibilities

• Serve as a primary relationship manager for ultra-high-net-worth clients
• Advise clients on complex tax planning, wealth planning, and family office matters
• Coordinate with tax, planning, investment, and client service professionals
• Develop broader expertise across wealth planning and family office advisory services
• Review complex individual, trust, gift, and related private client tax returns

Qualifications

• 10+ years of high-net-worth or ultra-high-net-worth private client tax experience
• Background advising closely held business owners, executives, families, trusts, or family offices
• Strong client communication and relationship management skills
• Significant experience reviewing complex individual and private client tax returns
• CPA preferred

Why Consider This Opportunity

• No business development responsibilities
• Opportunity to expand beyond traditional tax compliance
• Broad exposure to tax, wealth planning, and family office services
• Hybrid New York City schedule
• Strong work-life balance