Family Office Services – Associate (UHNW Tax/Planning)

This role presents an opportunity to join an exceptional and collaborative culture that greatly values intellectual curiosity, humility, and teamwork. We are looking for a professional who combines technical expertise with a proactive, client-centered approach to support ultra-high-net-worth (UHNW) individuals through financial planning, tax structuring, and other advisory services.

What You’ll Do:

• Support an experienced team that acts as an Outsourced-Chief Investment Officer (“OCIO”), while also handling tax planning, accounting, and compliance for UHNW families.
• Collaborate on complex tax structuring and assist in crafting forward-thinking strategies tailored to each client’s unique needs.
• Actively contribute to team discussions focused on financial planning and family office operations.
• Conduct in-depth analysis and modeling to offer detailed insights for tax-efficient strategies.
• Work on projects of varying scope, from routine tasks to complex issues—no task is too small or too big.

• Exceptional culture: An environment built on mutual respect, shared success, and a supportive community.
• Ultra-high-net-worth clients: Work alongside an experienced team to serve an elite group of families who value discretion, innovation, and excellence.
• Collaborative Team: This close-knit, highly engaged group works together to maintain a supportive dynamic where ideas flow freely.
• Prime Midtown Location: Spend 4 days in-office per week at a convenient and accessible location.