| Family Office Executive, New York City, NY ($1 Billion+ Family Office) | |
| Location: New York City, NY |
 Family Office headquartered in NYC is seeking a polished, fast track executive with 5+ years of client-facing complex tax planning experience with HNW clients. Additional financial planning, wealth planning and/or real estate planning is a plus; preferably in an ultra-high-net-worth family office environment. JD, LLM, MS Tax, CPA, or CFP all helpful. Excellent communication skills with clients and other professionals. Knowledge in areas of income tax planning, financial and cash flow planning, and other general needs associated with wealthy inter-generational families is nice, but not required; Deep understanding of financial statements and portfolio accounting. Efficient organizational skills tantamount to success. Excellent compensation package commensurate with experience. terry@familyofficejobs.com |
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