Relationship Manager-Family Office Services

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New York, NY
Job Type
Direct Hire
Aug 23, 2017
Job ID
5B+ Established Multi-Family Office seeks Director in New York City with a strong high net worth tax background to join them as a Relationship Manager for UHNW clients(25-50mm+) with a focus on high touch, seamless integration of services including:
-Comprehensive Family Office services
-Investment advisory
-Tax, Estate and Philanthropic planning
  • Director will be groomed to take over significant book of business from a Managing Director that will be retiring. Emphasis is on providing excellent client service versus business development. 
  • Opportunity to be work directly with the MD and to be mentored in all areas of family office services. Introductions will be made to existing client relationships in addition to taking on new clients as they come onboard.
  • This position is ideal for a Senior Tax Manager, Director or Principal  looking to move away from tax compliance and billable hours, to a more client-service oriented position with better work/life balance.
  • Significant upside to grow with the firm with a defined track record to Managing Director. 
  • Requires 10-20 years' experience, with significant high-net-worth tax background. Ideal candidates will come from a CPA firm, Multi-family office, Single-family office, or other HNW tax environment.