Join as a Director of Family Office Advisory, serving high net worth families in a hybrid capacity. Shape strategic financial advice using integrated tax and advisory services.
In this senior role, your CPA credentials and over 10 years of experience will facilitate intricate financial planning for HNW and UHNW clients. You will manage relationships and drive business growth, ensuring alignment of various advisory services. Your insights will guide complex planning around financial transitions, estate, and succession matters.
Key Responsibilities:
• Lead advisory discussions for affluent families
• Develop comprehensive tax and financial engagement strategies
• Expand personal book of business through networking
• Coordinate major financial transitions and planning
• Mentor and guide junior advisory staff
Requirements:
• CPA license required for consideration
• 10+ years working with private clients
• Demonstrated experience with complex tax planning