Senior Tax Leader for Family Office

Landing Point

Lead trust and estate planning, tax-sensitive transactions, and entity-level reporting for high-net-worth families and related entities.

Last checked on September 3, 2026. We may earn a commission when you click through.

✓ Opportunity to work with high-net-worth clients ✓ Involvement in complex financial planning ✓ Potential for professional growth in a niche market

Senior Tax Leader for Family Office

Landing Point

Updated 9 hours ago

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New York

This role is ideal for seasoned tax professionals looking to make a significant impact in a family office setting. However, candidates should be prepared for demanding workloads and high client expectations.

About this role

Lead trust and estate planning, tax-sensitive transactions, and entity-level reporting for high-net-worth families and related entities.

About the Company

Landing Point specializes in providing strategic staffing solutions for the financial services sector.

Key Highlights

✓ Manage trust and estate planning for affluent clients.
✓ Oversee tax-sensitive transactions and reporting.
✓ Work closely with high-net-worth families.

💡 Honest Take: Expect a high-pressure environment where relationships matter. Many find that while the role is rewarding, the expectations can be overwhelming, especially with complex client needs.

Pros

✓ Opportunity to work with high-net-worth clients
✓ Involvement in complex financial planning
✓ Potential for professional growth in a niche market

Cons

✗ High-pressure work environment
✗ Long hours may be expected
✗ Client expectations can be demanding

Best For: Tax experts seeking to engage deeply with affluent families and navigate their unique financial landscapes.

Watch Out: The role demands a significant time commitment, which might not suit those seeking work-life balance.

Apply for this position →

You'll be redirected to talent.com

Expert Review

This position offers a unique challenge for tax leaders, particularly in managing the intricate financial needs of wealthy families. Expect to engage deeply in trust and estate matters, which require both technical knowledge and interpersonal finesse. Landing Point's focus on high-net-worth clients means that professionals in this role must be adept at navigating sensitive financial discussions.

The workload can be intense, especially during tax season or when significant transactions arise. Customer service skills are paramount, as maintaining strong client relationships is key to success. Unlike more traditional tax roles, this position may involve constant adjustments based on client needs and preferences.

Overall, while the compensation is not disclosed, the potential rewards in terms of experience and career advancement can be substantial. For those ready to meet the high demands, this role could be a pivotal in their career. For more details, visit Landing Point's listing at Talent.com.