UHNW Tax Strategy Director: Wealth Planning Lead

Posted yesterday

leah yosef internationalNew York (NY)

Accountants and Auditors Offices of Certified Public Accountants

SENIORITY

Manager

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About the role

Leah Yosef International in New York is seeking an Ultra High Net Worth Tax Professional to lead client relationships for $20M+ clientele. This position emphasizes developing and implementing complex wealth transfer and tax strategies. The role requires a CPA with over 10 years of experience advising ultra-high net worth clients, focusing on planning rather than compliance. Candidates will collaborate with various advisors, ensuring a strong client-first approach.

Before you apply

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Your profile is current

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.