Federal Tax Partner - Family Office

Location: New York, NY – US based candidates only, no visa sponsorship available.

About the role

This role will support financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a Legal & Accounting environment.

Responsibilities

• Lead project teams to deliver high-quality results
• Develop and maintain relationships with clients
• Conduct research and data analysis to inform decisions
• Implement process improvements to increase efficiency
• Prepare and present reports on project status and outcomes
• Coordinate with cross-functional teams for project success
• Mentor junior staff and contribute to their development

Qualifications

• 5-7 years of relevant experience in the field
• Proven ability to manage complex projects
• Strong communication and interpersonal skills
• Experience with client relationship management
• Familiarity with industry-specific tools and software
• Bachelor's degree in a related field
• Ability to work independently and in a team environment

Pay

$210,000 – $250,000 annually

Benefits

• Flexible work schedule to promote work-life balance
• Comprehensive health and wellness programs
• Retirement savings plan with company matching
• Paid time off and holidays
• Ongoing professional development opportunities