The Client Experience Advisor acts as relationship manager for ultra-high-net-worth individuals, families, and family offices, coordinating internal and external advisors, managing complex client initiatives, and ensuring timely execution of commitments. Requires a bachelor's degree and 5+ years of client-facing experience in professional services, wealth management, family office services, trust administration, private banking, or a related field.

The Client Experience Advisor acts as the day-to-day contact for ultra-high-net-worth individuals, families, and family offices, coordinating firm services, managing onboarding and ongoing delivery, and working with internal and external advisors. The role requires strong relationship and project management skills, discretion, and at least 5 years of client-facing experience in professional services, wealth management, family office services, trust administration, private banking, or similar fields. Salary range listed: $80,000–$100,000 USD per year.

The Client Experience Advisor is the primary day-to-day contact for ultra-high-net-worth clients and family offices, coordinating complex initiatives, managing client communications and meetings, and partnering with internal and external advisors. Requires a bachelor's degree, 5+ years of client-facing experience in professional services, wealth management, family office or related fields. Role is hybrid; stated salary range $80,000–$100,000 USD.

Lead tax engagements for high-net-worth clients, managing planning, budgeting, execution, and review of complex returns and consulting matters. Advise on estate, gift, and trust tax issues (including IRC 671-679), family office and private foundation structures, and transactional tax implications. CPA required with 8+ years of progressive public accounting experience; experience with CCH Axcess and supervising staff.

Manage and review complex tax returns and engagements for high net worth clients and closely held businesses and trusts. Provide proactive tax planning, wealth preservation strategies, and advice on estate, gift, and trust matters (including IRC Sections 671-679). Supervise and review staff work, support business development, and ensure timely, accurate filing and compliance. Requires a Bachelor's/Master's in Accounting, active CPA, proficiency with tax software (e.g., CCH Axcess), and 5+ years of progressive public accounting experience focused on HNW tax.