Relationship Manager

Relationship Manager, Tax & Family Office Services | NYC
An established New York-based family office serving generations of affluent families is seeking a Relationship Manager with a strong tax background.
This individual will serve as a trusted point of contact for clients, coordinating across tax, estate, trust, philanthropic, investment, and broader family office matters while delivering exceptional client service.
The ideal candidate will possess a strong tax foundation, including experience reviewing complex individual, gift, trust, partnership, and foundation tax returns. This is not a tax compliance-focused position. Rather, it combines technical tax knowledge with relationship management, planning, and family office advisory responsibilities.
Ideal backgrounds include multi-family offices, single-family offices, private client services groups, tax professionals from public accounting, and other UHNW advisory environments. 10+ years of HNW/UHNW experience.
No business development responsibilities. Hybrid NYC role with strong work/life balance.

#J-18808-Ljbffr