Private Wealth Principal
New York Cityonsiteprincipal$150K – $225K
Posted 4w ago · via Workday
About this role
Overview : The Bonadio Group is seeking an experienced tax professional to join our Private Wealth Tax Services team. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities. This individual will lead complex client relationships and engagements, develop future leaders, deepen the Firm's capabilities, and drive growth in the private wealth market through strong advisory relationships and integrated solutions. Responsibilities: Serve as the lead tax advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices, business owners, and family investment entities.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is principal-level. We check your trajectory against it.
3
Domain experience
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4
Recency
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5
Location fit
This role is based in New York City. We weight your proximity and willingness to relocate.
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