UHNW Tax Strategy Director: Wealth Planning Lead

Leah Yosef International; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Growth-oriented environment

Long-term opportunity for revenue participation

Job summary

Leah Yosef International in New York is seeking an Ultra High Net Worth Tax Professional to lead client relationships for $20M+ clientele. This position emphasizes developing and implementing complex wealth transfer and tax strategies.

The role requires a CPA with over 10 years of experience advising ultra-high net worth clients, focusing on planning rather than compliance. Candidates will collaborate with various advisors, ensuring a strong client-first approach.

Qualifications

• 10+ years of client-facing experience advising ultra-high net worth clients.
• Move away from compliance and billable hours into a research and planning role.

Responsibilities

• Manage all aspects of ultra-high net worth client relationships.
• Deliver comprehensive tax planning and wealth strategy.
• Collaborate with external advisors and internal teams for integrated service.

Skills

Client relationship management

Tax planning

Wealth transfer strategies

Collaboration with advisors

Education

CPA

Job description

Leah Yosef International in New York is seeking an Ultra High Net Worth Tax Professional to lead client relationships for $20M+ clientele. This position emphasizes developing and implementing complex wealth transfer and tax strategies.

The role requires a CPA with over 10 years of experience advising ultra-high net worth clients, focusing on planning rather than compliance. Candidates will collaborate with various advisors, ensuring a strong client-first approach.