Strategic Tax Architect for UHNW Wealth

Green Key Resources; New York (NY); Presencial; USD 180 000 - 290 000; Tempo integral

Resumo da oferta

Green Key Resources seeks a Director of Tax Planning & Strategy to serve as a senior advisor on complex planning matters affecting ultra-high-net-worth individuals and families. This role focuses on sophisticated tax planning, collaborating with advisors and clients on wealth management and estate considerations.

THIS IS NOT A COMPLIANCE ROLE. The ideal candidate will bring CPA credentials and 10+ years of experience in private client tax practice, multifamily offices, or family offices serving

Qualificações

• CPA is required.
• 10+ years of experience advising high-net-worth and ultra-high-net-worth individuals and families.
• Deep expertise in individual income tax, trust and estate taxation, and complex wealth planning.

Responsabilidades

• Serve as a senior resource on complex tax and wealth planning matters.
• Partner with advisory teams to identify planning opportunities and develop client-specific strategies.
• Review tax returns, trusts, estate documents, and financial plans to provide actionable recommendations.
• Advise on individual, trust, estate, business-owner, charitable, and cross-border tax planning issues.
• Participate in client and prospective client meetings and coordinate with external advisors.
• Develop planning frameworks, educational content, and thought leadership for clients and internal teams.
• Maintain relationships with attorneys, tax professionals, insurance specialists, and other trusted advisors.
• Monitor tax law developments and emerging planning strategies relevant to UHNW families.

Conhecimentos

Tax planning

UHNW advisory

Estate planning

Formação académica

CPA

Descrição da oferta de emprego

Green Key Resources seeks a Director of Tax Planning & Strategy to serve as a senior advisor on complex planning matters affecting ultra-high-net-worth individuals and families. This role focuses on sophisticated tax planning, collaborating with advisors and clients on wealth management and estate considerations.

THIS IS NOT A COMPLIANCE ROLE. The ideal candidate will bring CPA credentials and 10+ years of experience in private client tax practice, multifamily offices, or family offices serving