Relationship Manager – High Net Worth Tax & Family Office Services
A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to join the firm as a Relationship Manager supporting ultra-high-net-worth clients ($25MM–$50MM+). This position offers an exceptional opportunity to transition from the traditional public accounting environment into private industry while maintaining a sophisticated and intellectually engaging tax practice with improved work/life balance.
The role involves detailed review of complex individual, gift, trust, partnership, and foundation tax returns, while working closely with an established client base on tax planning, financial management, and family office-related advisory matters. The successful candidate will have the opportunity to work directly with senior leadership and gain exposure to broader family office services and relationship management responsibilities.
KEY RESPONSIBILITIES
• Review complex individual, gift, trust, partnership, and private foundation income tax returns for ultra-high-net-worth clients.
• Serve as a trusted advisor and relationship manager to an existing base of HNW and UHNW families regarding tax-related matters and financial management needs.
• Assist in providing tax-based planning advice across estate, gift, trust, partnership, and philanthropic structures.
• Collaborate directly with the Managing Director and senior leadership on client strategy, planning initiatives, and family office service delivery.
• Coordinate with external advisors including CPA firms, attorneys, investment professionals, and other third-party service providers.
• Participate in broader family office services and relationship management initiatives while helping to ensure an exceptional client experience.
• Maintain awareness of evolving tax legislation and planning opportunities impacting high-net-worth individuals and family entities.
QUALIFICATIONS AND EXPERIENCE
• 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment.
• Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns.
• Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters.
• Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships.
• Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure.
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations.
Stability. Expertise. Focus. That’s what has driven our executive search success in the Wealth Management industry for more than 30 years, and it’s what fuels our continued commitment to our clients today.
Teamwork is at the heart of our philosophy, and it is what empowers us to consistently deliver what’s best for our client corporations and candidates. It is integrated into every aspect of our business, from the way in which we share resources to our compensation model which is focused on overall company success vs. individual production. This approach has created a culture that enables our team members to pool our talents together as we place the most qualified candidates into each role.
We are deliberate about hiring only individuals who will embrace this philosophy of cooperation rather than competition. We then carefully nurture and encourage each person to reach their full potential. This ensures candidates find ideal Wealth Management opportunities in which they will advance their careers while clients gain a passionate, dedicated team focused on finding the professionals that will contribute to the organization’s success.
Remaining true to this philosophy has served us and our clients well. We have grown steadily over the years, and have extended our reach to best serve our Wealth Management clients in locations throughout the United States. ECG Resources continues to expand in market share; adding to our staff to meet the needs of a growing number of clients.
