Family Office Tax Advisor - Private Equity & Venture Capital Fund

A rapidly growing Private Equity and Venture Capital Fund based in Greenwich, CT is seeking a Family Office Tax Advisor to support its Founder/Principal. This is a unique opportunity for a highly strategic and technically strong tax professional looking to move beyond traditional tax planning into a dynamic role that blends high-net-worth personal advisory with corporate finance and fund operations. As the first hire into the Family Office, you’ll play a critical role in shaping the function with long-term growth potential, including GP-level advisory and broader firm initiatives.

Job Function

• Lead and manage tax strategy, estate planning, and financial planning for a high-net-worth individual.
• Serve as the go-to advisor for personal investments, asset purchases (e.g., real estate, art, yachts), and philanthropic giving.
• Optimize income and spending strategies for maximum tax advantage and long-term wealth preservation.
• Serve as CFO's strategic partner across both personal finance for the Principal and the Fund's operations.
• Act as a bridge between the Family Office and the Fund, ensuring alignment across personal and professional financial domains.
• Support analysis, forecasting, and reporting across both verticals.
  
  
  

Job Requirements

• 5-10 years experience with HNW Tax/Estate Planning.
• Experience with personal finance and/or management company preferred but not required.
  
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

38216