UHNW - Tax Director

Our innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, we have helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful and Impactful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!

Is your background a fit? Apply if you meet this criteria:
BS/MS in Accounting or similar plus:
10+ Years of Public Accounting Experience
CPA