Tax Director

Tax Advisor/Relationship Manager Multi-Family OfficeMidtownOverview 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 RoleKey ResponsibilitiesThis role partners directly with the founder and the firms members in an ensemble practice to manage all aspects of ultra-high net worth client relationshipsDeliver comprehensive tax planning, estate planning, and overall wealth strategyCollaborate with external advisors including estate planning attorneys, accountants, and other tax professionalsPartner with internal investment and operations teams to deliver integrated investment planning and client service Maintain a strong client-first focus, emphasizing client satisfaction and retentionFirm HighlightsFast-growing, collegial culture with strong operational, investment, and planning supportGrowth-oriented environment encouraging continued development of skills and credentialsCompetitive compensation: $200,000–$250,000 base plus significant bonus opportunityLong-term opportunity for revenue participationRequirementsCPA 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 Clientele1642