Family Office Tax Director

Mission Staffing; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive Benefits

401K

Ongoing training and development

Job summary

Mission Staffing is seeking a Senior Level Tax professional to provide advisory services to ultra-high-net-worth clients in New York. This role demands excellent communication skills and offers substantial opportunities for growth and financial upside.

The ideal candidate will manage complex portfolio strategies, optimize client wealth plans, and work closely with senior management to ensure seamless execution of financial strategies. The position is primarily in-office, requiring four days a week, with competitive benefits and a supportive team-oriented culture.

Qualifications

• Proven experience in tax optimization and estate planning for ultra-high-net-worth clients.
• Ability to present financial strategies clearly to clients.
• Experience in developing customized wealth plans.

Responsibilities

• Lead advisor for a select portfolio of ultra-high-net-worth clients.
• Develop and deliver customized wealth plans spanning tax optimization.
• Advise on complex planning areas including income/estate tax mitigation.
• Coordinate execution across internal and external stakeholders.

Skills

Excellent communication skills

Ultra HNW Tax experience

Public/Private experience

Financial planning

Job description

Senior Level Tax role with a Multi Family Office

The role will provide a lot of exposure to senior management and the clients, and is looking for someone with excellent communication skills who wants to work in a fast paced environment. The role will offer a ton of growth and upside, both experience wise and financially. They are open to someone with public and/or private experience, Ultra HNW Tax experience is required.

Job Details

• 4x a week in Office
• Opportunity to sit out of a variety of offices (NYC, NJ, CT, FL, CA, etc.)
• Very good hours
• Competitive Benefits + 401K
• Lots of opportunity for growth
• Very tight knit and team oriented culture
• Ongoing training and development

Responsibilities

• Lead advisor for a select portfolio of ultra-high-net-worth clients
• Develop and deliver highly customized, holistic wealth plans spanning tax optimization, estate planning, cash flow, and multi-generational wealth transfer
• Own quarterly client deliverables and strategy updates, including net worth analysis, tax projections, and long-term financial planning
• Advise on complex planning areas including income/estate tax mitigation, charitable giving, executive compensation, and risk management
• Present sophisticated financial strategies in a clear, client-friendly manner, driving informed decision-making among UHNW individuals and families
• Coordinate execution across internal and external stakeholders to ensure seamless implementation of strategies
• Play a key role in practice growth and innovation, contributing to new planning solutions, client development, and thought leadership
• Operate within a top-tier, institutional platform, serving some of the most sophisticated clients in the market
• Opportunity to design bespoke strategies for sophisticated families and entrepreneurs with significant assets
• High-visibility role with direct client impact and trusted advisor positioning
• Involvement in strategic initiatives and practice growth, contributing to platform development and thought leadership