Tax Strategy Leader for UHNW Wealth

Landing Point; New York (NY); On-site; USD 130,000 - 170,000; Full time

Job summary

Landing Point, a leading multi-family office, seeks a Vice President of Wealth Strategies in New York to lead individual income tax planning across client teams. The role focuses on UHNW families and complex tax planning.

You will serve as SME to client coverage teams, coordinate with advisors, prepare for engagements, educate internal advisors, and develop materials for clients and prospects.

Qualifications

• CPA with strong foundation in tax planning and preparation for Ultra High Net Worth families.
• 6+ years of relevant experience in tax planning and wealth management.
• Demonstrated ability to coordinate across multiple advisors and disciplines.

Responsibilities

• Serve as a subject matter expert to client coverage teams on complex tax and planning matters.
• Ensure client teams deliver high-level and effective advice on tax and other planning topics.
• Partner closely with Client Advisors to identify issues, develop strategies, and prepare for client engagements.
• Review client materials and third-party analyses to highlight key considerations, tradeoffs, and risks.
• Help frame and advance discussions across tax, insurance, liquidity, lending, and risk-related matters.
• Develop and maintain relationships with external accountants, insurance advisors, and other service providers.
• Partner with internal teams to develop educational materials for clients and prospects.
• Educate and mentor internal client advisors on tax concepts.

Skills

Advanced Microsoft Office

Education

CPA

Job description

Landing Point, a leading multi-family office, seeks a Vice President of Wealth Strategies in New York to lead individual income tax planning across client teams. The role focuses on UHNW families and complex tax planning.

You will serve as SME to client coverage teams, coordinate with advisors, prepare for engagements, educate internal advisors, and develop materials for clients and prospects.