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.
