VP Tax, Wealth Strategist

Company Overview

A multi-family office with $32 billion in assets under management, focusing on providing holistic wealth management services to high-net-worth families, is seeking a Vice President of Wealth Strategies. This role will focus on individual income tax planning and operate across client teams.

• Serve as a subject matter expert to client coverage teams on complex tax and planning matters
• Ensure client teams deliver high-level and effective advice on tax and other planning topics
• Partner closely with Client Advisors to identify issues, develop strategies, and prepare for client engagements
• Review client materials and third-party analyses to highlight key considerations, tradeoffs, and risks
• Help frame and advance discussions across tax, insurance, liquidity, lending, and risk-related matters
• Develop and maintain relationships with external accountants, insurance advisors, and other service providers
• Partner with internal teams to develop educational materials for clients and prospects
• Educate and mentor internal client advisors on tax concepts

• CPA with a strong foundation in tax planning and preparation for Ultra High Net Worth families
• 6+ years of relevant experience in tax planning and wealth management
• Demonstrated ability to coordinate across multiple advisors and disciplines
• Advanced Microsoft Office skills

Salary: $130,000 - $170,000, Plus Bonus