7,068 Individuals jobs in the United States

1 day ago Be among the first 25 applicants

Direct message the job poster from Phaxis

A highly regarded boutique public accounting firm in Fort Lauderdale is seeking an experienced Tax Manager with expertise in both high-net-worth individual and partnership taxation . This is a client-facing role with direct responsibility for managing complex tax engagements and building long-term client relationships.

This opportunity offers a unique blend of technical challenge, professional autonomy, and access to sophisticated clients across industries including real estate, investment partnerships, and family offices.

Key Responsibilities:

• Lead and review the preparation of federal and state tax returns for high-net-worth individuals (1040), partnerships (1065), and related filings.
• Deliver tax planning strategies for clients involving wealth transfer, charitable giving, business structuring, and succession planning.
• Interpret complex partnership agreements and manage capital account and basis calculations.
• Provide tax advisory on multi-entity structures and transactions.
• Serve as a primary point of contact for assigned clients and coordinate with their attorneys, wealth advisors, and other professionals.
• Mentor and supervise a team of tax professionals to support development and technical growth.

Qualifications:

• CPA license required; MST or JD is a plus.
• Minimum of 6 years of experience in public accounting with a focus on individual and partnership taxation.
• Proven ability to manage client relationships and deliver consultative advice.
• Strong working knowledge of Subchapter K and high-net-worth individual tax matters.
• Proficient in relevant tax software (e.g., GoSystem, CCH Axcess) and Microsoft Excel.

What You Can Expect:

• Competitive compensation with performance-based bonuses
• Clear path to Director and Partner-level opportunities
• Exposure to sophisticated clients and complex tax matters
• Supportive, collaborative work environment with a strong mentorship culture

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing, Finance, and Consulting
• Industries Accounting and Financial Services

Referrals increase your chances of interviewing at Phaxis by 2x

Medical insurance

Vision insurance

401(k)

Get notified about new Tax Manager jobs in Fort Lauderdale, FL .

Miami, FL $110,000.00-$50,000.00 2 weeks ago

Miami, FL 105,000.00- 135,000.00 1 week ago

Boca Raton, FL 135,000.00- 180,000.00 2 weeks ago

Boca Raton, FL 135,000.00- 180,000.00 2 weeks ago

Boca Raton, FL 115,000.00- 150,000.00 2 weeks ago

Hollywood, FL 110,000.00- 130,000.00 1 day ago

Miami, FL 165,000.00- 200,000.00 1 week ago

Plantation, FL 110,000.00- 135,000.00 3 days ago

Miami, FL 127,000.00- 164,000.00 1 week ago

Fort Lauderdale, FL 125,000.00- 150,000.00 1 day ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Career Opportunities with Calibre CPA Group

A great place to work.

Current job opportunities are posted here as they become available.

$85,000$150,000 (Based on Experience)

Are you stuck in your career?

Are you looking for an opportunity where you can grow in your career?

Are you tired of working for a company that doesnt appreciate you?

Calibre CPA Group is looking for a sharp and strategic Tax Manager with their CPA/EA to join our team. We are looking for an individual to lead our corporate (1120) and partnership (1065) tax engagements at our growing public accounting firm. If you're passionate about tax strategy, client advisory, and mentoring a team WE WANT TO TALK.

What Youll Do

Tax Prep & Review

• Review corporate and partnership returns (Forms 1120, 1065, 1040).
• Handle multistate filings, SALT, and nexus compliance.
• Manage tax adjustments using Engagement software.

Advisory & Strategy

• Consult on payroll tax (FICA, unemployment, withholding, etc.).
• Guide clients on SALT risks and registration processes.
• Conduct tax research and draft client-ready memos.
• Advise on tax-saving strategies and planning opportunities.

IRS & State Response

• Lead responses to IRS and state notices, audits, and inquiries.
• Coordinate resolutions and serve as the go-to for client tax issues.

Tax Provisions & Reporting

• Oversee tax provisions (ASC 740) for corporate clients.
• Align tax reporting with current laws and coordinate with finance teams.
• Support clean and accurate financial statement reporting.

What You Bring

• CPA required
• Bachelors in Accounting or Finance
• 6+ years in public accounting or corporate tax (1120, 1065, 1040)
• Deep experience in payroll tax, SALT/Nexus, and IRS/state issue resolution
• Solid understanding of ASC 740 tax provisions
• Proficient in Engagement software + strong Excel skills

Soft Skills That Shine

• Analytical, detail-oriented, and a problem-solver
• Strong communicator written and verbal
• Confident leader who can coach and inspire a team
• Comfortable juggling deadlines, clients, and shifting priorities
• Competitive salary + performance bonuses
• 401(k) with company match
• CPA license support + continuing education

1 day ago Be among the first 25 applicants

This range is provided by Navigate Search. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$220,000.00/yr - $00,000.00/yr

Direct message the job poster from Navigate Search

A highly regarded regional CPA firm in Jericho is seeking an experienced Tax Director to take over a well-established book of business focused on real estate clients and high-net-worth individuals. This is a rare opportunity to step into a leadership role with immediate client responsibility and long-term growth potential, including a path to partner.

The ideal candidate will bring strong technical knowledge in real estate taxation and individual tax planning, along with the ability to lead client relationships, manage engagements, and mentor a team. Our firm offers a collegial, high-touch environment and the support of an experienced group of professionals dedicated to exceptional client service.

Key Responsibilities:

• Lead tax planning, compliance, and advisory services for real estate partnerships, developers, and high-net-worth clients
• Manage and build client relationships with an emphasis on responsiveness and strategic insight
• Supervise, mentor, and develop junior staff and managers
• Collaborate with partners on client strategy and firm growth initiatives

Qualifications:

• CPA required; MST preferred
• 10+ years of progressive public accounting experience
• Deep knowledge of real estate tax structures and individual tax planning
• Proven leadership and client-facing skills

• Seniority level Director

• Employment type Full-time

• Job function Accounting/Auditing
• Industries Accounting

Referrals increase your chances of interviewing at Navigate Search by 2x

Medical insurance

Vision insurance

401(k)

Pension plan

Child care support

Paid maternity leave

Paid paternity leave

Student loan assistance

Tuition assistance

Disability insurance

Get notified about new Tax Director jobs in Jericho, NY .

New York City Metropolitan Area 90,000.00- 145,000.00 5 months ago

New York, NY 450,000.00- 550,000.00 2 months ago

New York City Metropolitan Area 190,000.00- 215,000.00 2 weeks ago

Manhattan, NY 100,000.00- 115,000.00 3 days ago

New York City Metropolitan Area 200,000.00- 300,000.00 1 week ago

New York City Metropolitan Area 1 month ago

New York City Metropolitan Area 125,000.00- 150,000.00 2 weeks ago

New York City Metropolitan Area 214,800.00- 312,200.00 3 weeks ago

White Plains, NY 150,000.00- 170,000.00 1 month ago

New York City Metropolitan Area 134,074.00- 167,592.00 3 weeks ago

Copiague, NY 160,000.00- 180,000.00 2 days ago

New York, NY 200,000.00- 250,000.00 36 minutes ago

New York City Metropolitan Area 120,000.00- 160,000.00 6 days ago

Manhattan, NY 135,000.00- 202,500.00 1 month ago

White Plains, NY 150,000.00- 170,000.00 1 month ago

Manhattan, NY 225,000.00- 275,000.00 2 weeks ago

New York, NY 123,000.00- 185,000.00 2 days ago

Greenwich, CT 200,000.00- 300,000.00 2 weeks ago

New York, NY 105,000.00- 120,000.00 12 hours ago

Bronx, NY 75,000.00- 80,000.00 6 months ago

Fort Lee, NJ 85,000.00- 95,000.00 3 weeks ago

New York City Metropolitan Area 200,000.00- 270,000.00 6 days ago

Edgewater, NJ 85,000.00- 95,000.00 3 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each otherIntegrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.

Apply today and find out why so many come for the challengeand stay for the experience. We look forward to meeting you!

• Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
• Leads teams of seniors and staff accountants
• Oversees planning and scheduling of engagements
• Research complextax issues
• Ensures quality of work product
• Monitors work-flow
• Coaches/mentors individual team members
• Provides formal and informal feedback
• Communicates progress to partners
• Develops and maintains strong client relationships with client personnel and prospective clients
• Works closely with clients to advise on income tax issues and related tax planning

• Undergraduate degree in accounting; Master's in Tax a plus
• CPA certificate
• Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
• Strong organizational and management skills
• Excellent written, oral communication and documentation skills
• Ability to articulate complex tax matters in "business" language
• Ability to integrate and team with others
• Ability to work effectively in a demanding, fast-paced and complex environment
• Strong team player with emphasis on the continued growth and development of team members
• Excellent analytical skills and judgement

• Visit the Benefits sectionto learn more

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $140,000 to $180,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

#LI-CC1

#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

2 weeks ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do And Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each otherIntegrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Apply today and find out why so many come for the challengeand stay for the experience. We look forward to meeting you!

As a Manager in our Tax service line, you will be responsible for the following:

• Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
• Leads teams of seniors and staff accountants
• Oversees planning and scheduling of engagements
• Research complex tax issues
• Ensures quality of work product
• Monitors work-flow
• Coaches/mentors individual team members
• Provides formal and informal feedback
• Communicates progress to partners
• Develops and maintains strong client relationships with client personnel and prospective clients
• Works closely with clients to advise on income tax issues and related tax planning
  
  

• Undergraduate degree in accounting; Master's in Tax a plus
• CPA certificate
• Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
• Strong organizational and management skills
• Excellent written, oral communication and documentation skills
• Ability to articulate complex tax matters in "business" language
• Ability to integrate and team with others
• Ability to work effectively in a demanding, fast-paced and complex environment
• Strong team player with emphasis on the continued growth and development of team members
• Excellent analytical skills and judgement
  
  

• Visit the Benefits section to learn more
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Accounting

Referrals increase your chances of interviewing at HCVT by 2x

Get notified about new Tax Manager jobs in Westlake Village, CA .

Culver City, CA 92,000.00- 115,000.00 2 weeks ago

Westlake Village, CA 140,000.00- 180,000.00 1 week ago

Culver City, CA 100,000.00- 140,000.00 4 days ago

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Santa Monica, CA 135,000.00- 170,000.00 1 week ago

Beverly Hills, CA 130,000.00- 150,000.00 1 week ago

West Hollywood, CA 120,000.00- 130,000.00 3 weeks ago

Los Angeles, CA 140,000.00- 180,000.00 2 weeks ago

Westlake Village, CA 140,000.00- 180,000.00 1 week ago

Agoura Hills, CA 80,000.00- 110,000.00 1 week ago

Los Angeles, CA 125,000.00- 170,000.00 2 weeks ago

Agoura Hills, CA 140,000.00- 175,000.00 1 week ago

Westlake Village, CA 140,000.00- 180,000.00 1 week ago

Los Angeles, CA 120,000.00- 150,000.00 17 hours ago

Thousand Oaks, CA 150,000.00- 200,000.00 2 weeks ago

Culver City, CA 85,900.00- 179,500.00 5 days ago

Los Angeles, CA 110,009.00- 145,000.00 1 month ago

Culver City, CA 85,900.00- 179,500.00 1 week ago

Thousand Oaks, CA 115,000.00- 150,000.00 2 days ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each otherIntegrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.

Apply today and find out why so many come for the challengeand stay for the experience. We look forward to meeting you!

As a Manager in our Tax service line, you will be responsible for the following:

• Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
• Leads teams of seniors and staff accountants
• Oversees planning and scheduling of engagements
• Research complex tax issues
• Ensures quality of work product
• Monitors work-flow
• Coaches/mentors individual team members
• Provides formal and informal feedback
• Communicates progress to partners
• Develops and maintains strong client relationships with client personnel and prospective clients
• Works closely with clients to advise on income tax issues and related tax planning

To be successful, these are the skills and experience you will need:

• Undergraduate degree in accounting; Master's in Tax a plus
• CPA certificate
• Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
• Strong organizational and management skills
• Excellent written, oral communication and documentation skills
• Ability to articulate complex tax matters in "business" language
• Ability to integrate and team with others
• Ability to work effectively in a demanding, fast-paced and complex environment
• Strong team player with emphasis on the continued growth and development of team members
• Excellent analytical skills and judgement

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

Visit the Benefits section to learn more.

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $140,000 to $180,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

#LI-CC1

#LI-Hybrid

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each otherIntegrity at Our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onthe kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Apply today and find out why so many come for the challengeand stay for the experience. We look forward to meeting you!

As a Manager in our Tax service line, you will be responsible for the following:

• Develop and maintain strong client relationships with client personnel and prospective clients
• Provide tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
• Lead teams of senior and staff accountants
• Oversee planning and scheduling of engagements
• Research complex tax issues
• Ensure quality of work product
• Monitor and manage engagement work-flow and billing
• Coach/mentor individual team members
• Provide formal and informal feedback
• Communicate to partners and work on strategic planning associated with the engagement

To be successful, these are the skills, qualities and experience you will need:

• Undergraduate degree in accounting; Master's in Tax a plus
• CPA License
• Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
• Strong organizational and management skills
• Excellent written, oral communication and documentation skills
• Ability to articulate complex tax matters in "business" language
• Ability to integrate and team with others
• Ability to work effectively in a demanding, fast-paced and complex environment
• Strong team player with emphasis on the continued growth and development of team members
• Excellent analytical skills and judgement

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits section to learn more

Posted on August 05, 2021

The Advisory team is a collegial, client-focused, and impact-driven community that provides a range of strategic consulting services to institutional foundations, family foundations, corporate foundations, impact investors, and philanthropic individuals. Our team helps clients develop grant-making and impact investment strategies, implement programs and grant initiatives, conduct diligence, evaluate impact, and collaborate effectively with other donors and investors. Together, we work with many of the nations leading philanthropists, helping them achieve impact in education, health, international development, conservation, and more.

A mission-driven professional who will provide strategic consulting services to a diverse portfolio of clients to help them achieve their social impact and philanthropic goals

Directors play an essential role on the Advisory team leading client projects, developing client relationships, supporting business development, managing aspects of team or firm-wide strategy, and developing team talent and culture. We anticipate that this Director will have a diverse client portfolio of corporate, institutional foundation, and non-profit clients, with a significant portion of work with family and individual clients. This will likely include family foundations, individual donors and couples that are early or at a pivot point in their social impact and philanthropic journey and are seeking guidance on the best approaches to advance their philanthropic commitments in a way that aligns with their values and preferences.

We seek a candidate with core competence in strategic analytics and experience in professional services and consulting, and exposure to working with ultra-high net-worth families and individualsthrough direct experience working in a family office, private wealth management or family foundation and/or through organizational or strategic consulting. In this specific role, you will need to thrive in being a trusted advisor to colleagues and clients. You are someone who understands that long-term, systemic change requires respect for what an individual or family philanthropist is up against, and a deep understanding of the complex logistics of impact, e.g., when and how to move the human, financial, and even intellectual resources needed to accomplish a goal.

Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.

We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.

We will review applications as they are received and look forward to hearing from you.

Elyse Gordon published this page in Job Board 3 years ago

Posted on August 05, 2021

The Advisory team is a collegial, client-focused, and impact-driven community that provides a range of strategic consulting services to institutional foundations, family foundations, corporate foundations, impact investors, and philanthropic individuals. Our team helps clients develop grant-making and impact investment strategies, implement programs and grant initiatives, conduct diligence, evaluate impact, and collaborate effectively with other donors and investors. Together, we work with many of the nations leading philanthropists, helping them achieve impact in education, health, international development, conservation, and more.

A mission-driven professional who will provide strategic consulting services to a diverse portfolio of clients to help them achieve their social impact and philanthropic goals

Directors play an essential role on the Advisory team leading client projects, developing client relationships, supporting business development, managing aspects of team or firm-wide strategy, and developing team talent and culture. We anticipate that this Director will have a diverse client portfolio of corporate, institutional foundation, and non-profit clients, with a significant portion of work with family and individual clients. This will likely include family foundations, individual donors and couples that are early or at a pivot point in their social impact and philanthropic journey and are seeking guidance on the best approaches to advance their philanthropic commitments in a way that aligns with their values and preferences.

We seek a candidate with core competence in strategic analytics and experience in professional services and consulting, and exposure to working with ultra-high net-worth families and individualsthrough direct experience working in a family office, private wealth management or family foundation and/or through organizational or strategic consulting. In this specific role, you will need to thrive in being a trusted advisor to colleagues and clients. You are someone who understands that long-term, systemic change requires respect for what an individual or family philanthropist is up against, and a deep understanding of the complex logistics of impact, e.g., when and how to move the human, financial, and even intellectual resources needed to accomplish a goal.

Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.

We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.

We will review applications as they are received and look forward to hearing from you.

Elyse Gordon published this page in Job Board 3 years ago