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Executive Tax Strategist — Wealth Planning; VP​/ED

Job in New York, New York County, New York, 10261, USA
Listing for: Aumni
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Executive Tax Strategist — Wealth Planning (VP/ED)
Location: New York

Twin Thread, located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team.

Candidates should have a Bachelor's degree and 8+ years of relevant experience, including strong analytical and communication skills. The position offers a comprehensive benefits package and supports diversity and inclusion within the workplace.

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