VP Tax, Wealth Strategist

Landing Point; New York (NY); Presencial; USD 130.000 - 170.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Advanced Microsoft Office

Educación

CPA

Descripción del empleo

Company Overview

A multi-family office with $32 billion in assets under management, focusing on providing holistic wealth management services to high-net-worth families, is seeking a Vice President of Wealth Strategies. This role will focus on individual income tax planning and operate across client teams.

Job 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

Qualifications

• CPA with a 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


• Advanced Microsoft Office skills

Compensation

Salary: $130,000 - $170,000, Plus Bonus