Job Description
WEALTH MANAGEMENT EXECUTIVE SEARCH
Relationship Manager – High Net Worth Tax & Family Office Services
OVERVIEW
A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to join the firm as a Relationship Manager supporting ultra-high-net-worth clients ($25MM–$50MM+). This position offers an exceptional opportunity to transition from the traditional public accounting environment into private industry while maintaining a sophisticated and intellectually engaging tax practice with improved work/life balance. The role involves detailed review of complex individual, gift, trust, partnership, and foundation tax returns, while working closely with an established client base on tax planning, financial management, and family office-related advisory matters. The successful candidate will have the opportunity to work directly with senior leadership and gain exposure to broader fami...