Tax Director
Leah Yosef International
Dynamic, fast‑growing Multi‑Family Office is seeking a Ultra High Net Worth Tax Professional to serve as the Lead Relationship Manager to 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.
No Tax Compliance, No Billable Hours, Not a Commissioned Sales Role.
Key Responsibilities
- This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra‑high net worth client relationships.
- Deliver comprehensive tax planning, estate planning, and overall wealth strategy.
- Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals.
- Partner with internal investment and operations teams to deliver integrated investment planning and client service.
- Maintain a strong client‑first focus, emphasizing client satisfaction and retention.
Firm Highlights
- Fast‑growing, collegial culture with strong operational, investment, and planning support.
- Growth‑oriented environment encouraging continued development of skills and credentials.
- Long‑term opportunity for revenue participation.
Requirements
- CPA required with 10+ years of client‑facing experience advising ultra‑high net worth clients.
- This role is ideal for a Tax Manager/Senior Manager/Director to move away from compliance and billable hours into a research and planning driven role for Ultra High Net Worth clientele.
Vacancy posted 3 days ago
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