Description
Please note that the listed salaries represent the total compensation amount.We are currently partnering with a prestigious Private Investment Office that provides tailored services to a select group of ultra-high-net-worth families. These families have made outstanding contributions to business, public service, and philanthropy.The organization is experiencing significant growth and is seeking to add a Family Office Services Associate (UHNW Tax/Planning) to their team. For the ideal candidate, they are open to considering more senior-level titles depending on experience and expertise. 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. Why Join?· 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. What You Bring:· Strong tax knowledge gained from working with high-net-worth individuals, family offices, and/or financial services clients.· Proven experience at a Big 6 accounting firm, ideally in their Tax Practice (preferably in Financial Services or HNW client specialization). · CPA certification or in the process of obtaining it (CPA In-Depth Tax Course completion is highly preferred).· A highly intellectual curiosity, matched by kindness and humility.· A proactive mindset with a willingness to dive into the details and “roll up your sleeves” to ensure exceptional client service delivery.· Strong communication, organizational, and interpersonal skills.NOTE: Just to clarify that it’s not strictly necessary for a candidate to come from the Family Office/HNW practice. It’s sufficient if they have experience with holding companies or trusts, as those areas are highly relevant to the role.Who We’re Looking For:We seek an experienced professional committed to excellence, someone eager to grow their career in financial planning and tax advisory while delivering unparalleled service to UHNW clients. Flexibility, collaboration, curiosity, and a drive for continuous learning are essential attributes for success in this role. If you have a passion for tax planning, a client-first mindset, and want to thrive in a one-of-a-kind, highly collaborative team, I’d love to hear from you and encourage you to apply online using the reference “Family Office Services – Associate (UHNW Tax/Planning).” Please kindly note that, due to a high volume of applicants, we will only be able to further engage with those whose profiles most closely match our client’s requirements. Robert Half expresses sincere gratitude to all prospective candidates for their continued interest.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2025 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.
