Relationship Manager- Family Office Services- 5B Multi-Family Office

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Location
New York, NY
Job Type
Direct Hire
Date
Nov 24, 2018
Job ID
2641841
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 HNW clients(25-50mm+) with a focus on high touch, seamless integration of services including:
 
-Comprehensive Family Office services
-Tax, Estate and Philanthropic planning
  • Be involved all aspects of HNW individuals financial affairs including mortgages, financing,  coordination of bill pay, buy/sell agreements, acquisition and disposition of strategic assets, etc.
  • Coordinate with tax department and assist in high level review during tax season.
  • Introductions will be made to existing client relationships. Emphasis is on providing excellent client service versus business development. 
  •  Requires 10+ years of HNW tax and family office services experience. Ideal candidates will come from a CPA firm with tax and family office experience, or another HNW environment such as a single or multi-family office.
  • Ideal position for a Senior Tax Manager/Director/Principal  looking to move away from tax compliance and billable hours to a more client-service oriented position with better work/life balance.