Tax Advisor - Wealth Management

Job Description

Tax Advisor – Ultra-High-Net-Worth / Family Office

Locations: New York City, Boston, Chicago, Charlotte, or Philadelphia

Schedule: Hybrid – 3 days/week onsite

Compensation: $350-400k all-in

A premier financial services organization is seeking an experienced Tax Advisor to join its growing multi-family office and private wealth platform. This is a highly client-facing role focused primarily on tax planning, strategy, and advisory for ultra-high-net-worth individuals, families, business owners, and family offices .

The role sits on a lean, high-caliber tax team and offers an opportunity to move away from the billable-hour environment of public accounting while continuing to advise highly sophisticated clients.

Responsibilities

• Advise UHNW individuals and families on complex income, estate, trust, and entity tax matters
• Develop proactive tax planning strategies designed to optimize after-tax results
• Partner with family office professionals, relationship managers, attorneys, accountants, and external advisors
• Review complex individual and entity tax returns to identify planning opportunities
• Integrate tax strategy into broader estate, investment, cash flow, and wealth planning
• Review financial statements and tax implications for partnerships, corporations, trusts, and private foundations
• Remain hands-on with complex tax matters when needed while focusing primarily on planning and advisory

Qualifications

• 7+ years of UHNW individual tax experience
• Experience advising clients with $50M+ net worth strongly preferred
• CPA strongly preferred; JD or advanced tax credential also considered
• Strong background in complex individual, trust, estate, partnership, and/or family office tax matters
• Excellent client-facing and relationship management skills
• Public accounting, private wealth, or family office experience preferred

Why Consider It

• up to $400K for an exceptional candidate
• Significant bonus opportunity with potential for a guaranteed bonus
• Predominantly planning and strategy vs. compliance
• No billable hours
• Strong quality of life compared with traditional public accounting
• Direct exposure to sophisticated UHNW families and complex planning matters
• Hybrid flexibility across five major markets