Confidential search
Tax Advisor, Wealth Management
Prestigious NYC based Wealth Management Business
- $175K-$200K base
- Bonus
- New York, NY
- Hybrid
Posted Opportunity: 17122
Current opening, .
The role
Tax Management & Advisory
- Review tax returns and provide potential planning opportunities for individuals and entities.
- Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.
- Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results.
- Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
- Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning.
- Develop and review tax plans to minimize overall estate and income taxes, with support.
- Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.
- Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback.
- Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings.
This role can be based in either New York, Boston, Philadelphia, Chicago or Charlotte locations
What you bring
Required
- Bachelor’s degree required
- 8+ years relevant work experience
- UHNW tax experience required (minimum $50+ mil)
- Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies
- Strong technical tax knowledge and experience
- Ability to utilize tax research software to perform tax research
- Ability to work in team and manage multiple advisors
- Ability to monitor, prioritize and coordinate workflow across multiple advisors
- Experience with Microsoft Office products
Nice to have
- CPA, JD, or other advanced tax credential strongly preferred
- Trust taxation experience preferred
Meet most of these but not every one? Apply anyway. A recruiter looks at your whole background.
The package
- Base salary: $175K-$200K
- Annual bonus
The firm
This is a confidential search, so the firm is described rather than named. JSB shares the name in a first conversation.
Prestigious NYC based Wealth Management/Multi-Family Office Firm known for premium service, specialist expertise, technology solutions and partnership approach to client management located in New York, Charlotte, Chicago, Philadelphia, Boston
How it works
- Connect with JSB Partners Share your resume and professional background with our team so we can learn more about your experience, career interests, and what you're looking for in your next opportunity.
- Get to Know Your Recruiter A JSB recruiter will connect with you for a confidential conversation to discuss your experience, career goals, compensation expectations, and what matters most in your next move.
- Explore the Right Opportunities We work with you to identify opportunities that align with your background and goals. We provide insight into the firm, role, team, and compensation so you can make informed decisions as you move through your process.
- Interview with Confidence With your permission, we present your background to the firm and coordinate the interview process. Your JSB recruiter stays involved throughout, providing feedback, guidance, and support through interviews, offer negotiations, and the final stages of your transition.
Interested, or know someone who would be?
A JSB recruiter reads every application. If there is a fit for this role or a similar search, we will be in touch. Not quite right? Reach out and tell JSB what you want next.