Relationship Manager - New York City, New York United States - 35420



JOB DESCRIPTION

Job #: 35420
Title: Relationship Manager
Job Location: New York City, New York - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above average benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Ideal position for a Senior Tax Manager/Director/Principal  looking to move away from tax compliance and billable hours to a more client-service oriented position with better work/life balance.

JOB DESCRIPTION

5B+ Established Multi-Family Office seeks professional in New York City with a strong high net worth tax background to join them as a Relationship Manager for HNW clients(25-50mm+) with a focus on high touch, seamless integration of services including:

-Comprehensive Family Office services

-Tax, Estate and Philanthropic planning

  • Be involved all aspects of HNW individuals financial affairs including mortgages, financing, coordination of bill pay, buy/sell agreements, acquisition and disposition of strategic assets, etc.
  • Coordinate with tax department and assist in high level review during tax season.
  • Introductions will be made to existing client relationships. Emphasis is on providing excellent client service versus business development.

QUALIFICATIONS

  • Requires 8+ years of HNW tax and/or family office services experience. Ideal candidates will come from a CPA firm with tax and/or family office experience, or another HNW environment such as a single or multi-family office.

Education:
University - Bachelor's Degree/3-4 Year Degree

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