Our client, a Private Investment Office serving an exclusive group of families who have made remarkable contributions to business, public service, and philanthropy, is seeking a Family Office Services Associate with a strong foundation in tax and financial 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.
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.
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.