Tax Advisor, Wealth Management

Location: Hybrid in New York, Boston, Philadelphia, Chicago, or Charlotte, with a minimum of three days per week in the office

Salary: $150,000–$190,000 base salary per year, plus annual bonus target

Company

hirify.global is a global financial services firm providing specialist expertise, technology solutions, and wealth and investor services to sophisticated clients.

What you will do

• Provide tax advisory and planning support to private wealth management clients, business owners, executives, and family offices.
• Review individual and entity tax returns, financial statements, and tax structures to identify planning opportunities.
• Research tax questions and monitor proposed and enacted changes to tax laws and regulations.
• Develop and implement strategies to minimize estate and income taxes and optimize after-tax results.
• Advise trust officers, relationship managers, attorneys, accountants, CFOs, and family office professionals on tax matters.
• Coordinate with external tax advisors to align advisory strategies with compliance filings.

Requirements

• Bachelor’s degree.
• 8+ years of relevant tax experience.
• Experience advising ultra-high-net-worth clients with a minimum of $50 million in assets.
• Strong technical tax knowledge, tax research capabilities, and experience using tax research software.
• Effective communication skills for explaining complex tax provisions and planning strategies to sophisticated high-net-worth individuals.
• Ability to manage multiple advisors, prioritize workflows, and collaborate across teams; Microsoft Office experience required.

Nice to have

• CPA, JD, or another advanced tax credential.
• Trust taxation experience.

Culture & Benefits

• Partnership-oriented environment focused on client service and collaboration.
• Benefits covering long-term savings, healthcare, income protection, professional development, and time off.
• Opportunities for mentoring, knowledge sharing, and broader organizational impact.
• Stable private-partnership structure with continued investment in relationships, technology, products, and employee development.