Relationship Manager

Relationship Manager - HNW Tax & Family Office Services | NYC
10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment
Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns
Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters
Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships
Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure.
A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to support UHNW clients with $25MM–$50MM+ in assets. The role focuses on reviewing complex individual, gift, trust, partnership, and private foundation tax returns, along with providing tax planning and advisory support across estate, trust, philanthropic, and family office structures. This person will serve as a relationship manager for an existing client base, coordinating with senior leadership, external CPA firms, attorneys, investment professionals, and other advisors. It’s a strong fit for someone coming from public accounting who wants to stay close to sophisticated tax work while gaining broader family office and client advisory exposure.