Family Office Services Associate

Description:

The organization is a prestigious Private Investment Office serving ultra-high-net-worth (UHNW) families known for their contributions to business, public service, and philanthropy. The team acts as an Outsourced-Chief Investment Officer (OCIO) and handles tax planning, accounting, and compliance for UHNW clients.

As a Family Office Services Associate, you will support this experienced team by collaborating on complex tax structuring and developing forward-thinking strategies tailored to clients’ unique needs. You will participate actively in financial planning and family office operations discussions, perform in-depth tax analysis and modeling, and contribute to a variety of projects ranging from routine to complex.

Responsibilities:

• Support the OCIO team with tax planning, accounting, and compliance for UHNW families

• Collaborate on complex tax structuring and develop client-specific strategies

• Engage actively in team discussions on financial planning and family office operations

• Conduct detailed analysis and modeling to inform tax-efficient strategies

• Manage projects of varying scope, from routine to complex tasks

Experience and Qualifications:

• Strong tax knowledge from working with high-net-worth individuals, family offices, or financial services clients

• Experience at a Big 6 accounting firm, ideally in the Tax Practice, preferably with Financial Services or HNW specialization

• CPA certified or in progress (CPA In-Depth Tax Course completion highly preferred)

• Intellectual curiosity combined with kindness and humility

• Proactive, detail-oriented, and client-service focused

• Excellent communication, organizational, and interpersonal skills

• Experience with holding companies or trusts is highly relevant, even if not strictly from Family Office/HNW practice

Why Join?

• Exceptional culture based on mutual respect, shared success, and support

• Opportunity to work with an elite group of UHNW clients who value discretion and excellence

• Collaborative, engaged, and close-knit team environment

• Convenient Midtown location with mostly in-office work

Who We’re Looking For:

An experienced professional committed to excellence and eager to advance in financial planning and tax advisory, delivering exceptional service to UHNW clients. Flexibility, collaboration, curiosity, and a continuous learning mindset are critical for success.