Senior Tax Strategist - Wealth & Family Office
Corient
Corient, a premier advisor to high- and ultra-high-net-worth individuals, seeks a Senior Tax Associate in New York City. The role emphasizes fiduciary tax, individual taxation, and Not-for-Profit filings within a collaborative family office service model. You will prepare and review tax work products, perform research on complex issues, and respond to client requests with timely, precise analyses. A strong communicator committed to ongoing professional development is essential. #J-18808-Ljbffr Corient
- 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...Work at officeSeniorTax
- 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,...Work at officeSeniorTax
- ...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...Work at officeSeniorTax
$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates within... ...on emerging issues, regulatory and tax changes, and advises clients on appropriate... ...skills with solid knowledge of pertinent office software Demonstrated strong verbal and written...Work at officeSeniorTaxWork experience placement$200k - $250k
...Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role... ...objectives and needs - integrating estate and tax planningEnsure all clients are highly... ...experienced RMs, be physically present in the office when not traveling for business purposesBe...Work at officeSeniorTaxFull timeLocal area$174k - $261k
...Whether you’re raising a family, you’re passionate... ...can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”... ...years ago as a family office for Capital Group’s... ...comprehensive wealth management, and overseeing... ..., and our internal tax, legal, trust and wealth...Work at officeSeniorTaxFull timeTemporary workLocal areaFlexible hours- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New... ...outline CORPORATE TITLE Senior Vice President language OFFICE LOCATION(S) New York... ...to enhance tax efficiency, portfolio... ...service for employees and family members facing critical...Work at officeSeniorTaxFull timeTemporary work
- ...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...SeniorTax
$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge... ...wealth transfer planning, tax mitigation planning,... ...reviews, support Senior Wealth Strategists on... ...Location: Hybrid to our office in Stamford, CT or New... ...SLATs, IDGTs, QPRTs, and family limited partnerships....Work at officeTaxTemporary work$70k - $140k
...team as an Associate Wealth Strategist. This role sits at the... ...working closely alongside senior wealth strategists to... ...for the individuals, families, entrepreneurs, and... ...estate coordination, tax-efficiency strategies,... ...Proficiency with Microsoft Office (Excel, Word,...Work at officeTaxFor contractorsFlexible hours- Madison-Davis, LLC is seeking a Senior Manager to join its Family Office practice in New York City. You will be client-facing, serving high-net... ...lead engagements across accounting, reporting, tax coordination, and wealth planning. The role blends advisory, leadership, and...Work at officeSeniorTax
$120k - $135k
...000.00/yr One of the top philanthropic families in NYC is seeking a Senior Accountant to assist with the family’s personal accounting and taxes. Responsibilities: Maintain accurate general... .... Assist in estate planning and wealth transfer accounting as needed. Coordinate...Work at officeSeniorTaxFull timeRemote work$130k - $170k
BBR Partners’ Wealth Strategies team serves as a centralized... ...strong foundation of tax-aware planning,... ...BBR takes a holistic, family office-style approach—... ...to serve as a wealth strategist with a primary focus on... ...client meetings as a senior planning resource External...Work at officeTaxTemporary workCasual workRemote workFlexible hours$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP... ...management, advanced tax planning, and multi‑generational... ...worth individuals and families. The firm is seeking a... ...serve as the lead strategist on sophisticated... ...schedule with 2 days in office Equity buy‑in...Work at officeSeniorTaxFull timeRemote workFlexible hours- ...Senior Accountant – Single Family Office We are seeking a Senior Accountant to join a well-established single family... ...across accounting, cash management, tax coordination, and investment... ...ideally within a family office, private wealth, public accounting, or real estate investment...Work at officeSeniorTax
- Most HNW tax roles keep you focused on one piece of the client relationship... ...of it. A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York team.... ..., wealth management, or a family office environment Strong experience preparing...Work at officeSeniorTax
- JCW Group is seeking a Tax Specialist to join its growing tax function in New York. This role offers exposure to private investments, family office structures, and tax-exempt entities across a diverse investment platform. You will manage U.S. tax compliance and planning...Work at officeSeniorTax
- Jobtailor seeks an experienced wealth advisor to serve UHNW clients in New York, overseeing tailored investment strategies, estate planning... ...and direct investments, and coordinate concierge services and family governance support. The role requires deep expertise in complex...Work at office
- 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...SeniorTax
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime... ...individuals, families, and institutions by remaining... ...exceptional service.**Wealth Strategist/Client Development... ...executive role.As a senior member of the Northern... ...of wealth transfer and tax planning strategies. And...SeniorTaxLocal areaFlexible hours$130k - $205k
...enables us to bring a wealth of deep sector and functional... ...responsibilitiesAs a Senior Associate/Consultant... ...commutable distance to your office location for this... ...Summer breaks, Personal/Family Care, and other leaves... ...assurance, consulting, tax, strategy and transactions...Work at officeSeniorTaxWork experience placementSummer holidayFlexible hours$200k - $260k
## Senior Wealth StrategistApplylocations: New York, NYtime type: Full timeposted... ...doing** As a Senior Wealth Strategist, you are responsible for... ...their estate planning, tax planning, philanthropic vehicles... ...such as simulation, coding, MS Office). Our goal for the...SeniorTaxRemote work- Brave Eagle Wealth Management in New York seeks a full-time Tax Strategist to support retirement and tax planning for a focused client base. You will prepare and review individual tax analyses and contribute to Roth conversions and multi-year projections, working closely...Work at officeTaxFull time
$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... ...candidates will have a strong background in wealth management, exceptional communication skills, and a commitment...Work at officeSenior$120k - $140k
...to move beyond traditional tax compliance and become a... ...net-worth individuals and families? This Jobot Job is hosted... ...is a leading independent wealth management and family office firm serving high-net-worth... ...development Job Details The Senior Tax Associate will play a...Work at officeSeniorTaxFor contractorsLocal areaFlexible hours$85k - $125k
...and business management services from tax planning and audits to the most... ...and financial restructuring. Title: Senior Associate, Family Office Department: Family Office Supervises:... ...position requires a strong understanding of wealth management, family office operations,...Work at officeSeniorTaxFull time- ...is seeking an Associate in our Family Office to support high-net-worth families... ...affairs, working closely with senior team members to deliver tailored... ...reporting, investment support, tax and estate planning, and staying current with wealth-management best practices, with...Work at officeTax
$115k - $270k
...business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...and beyond, which may include tax and estate planning, philanthropic... ...with firm’s partners, senior executives, and related stakeholdersEnhance...Work at officeTaxFull timeTemporary workPart time- ...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... ...assuming role) Strong working knowledge of Microsoft Office suite Chase is a leading financial services...Work at officeTaxLocal area
$158.01k - $276.46k
...Overview At Northern Trust, the Wealth Strategist position is a key business... ...relationships with individuals, families, non‑profit institutions, and other entities. As a senior member of the team, you will oversee... ...of wealth transfer and tax planning strategies, and check...SeniorTaxLocal area
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