Family Office Analyst


Accounting + Finance


New York, New York

Employment Type



Rapidly growing and newly launched Family Office is seeking a Family Office Analyst to join their dynamic and expanding team. The Family Office Analyst will be responsible for providing comprehensive financial analysis to support the strategic decision-making of our high-net-worth clients and their families!

Compensation : $85000 - $125000
Job ID : 29101

Job Function:

  • Tax Compliance
    • Collaborate with tax advisers to implement tax planning solutions.
    • Assist with the preparation and review of personal, gift, trust, and entity tax returns.
    • Work with accounting firms to prepare and recommend quarterly estimated tax payments to the clients.
  • Reporting
    • Prepare detailed reports, presentations, and recommendations for clients and the family office leadership team.
    • Consolidate and report all family assets, performance reporting, benchmark analysis, and maintain an online reporting system.  
  • Estate Planning
    • Work with legal counsel and tax advisers to implement wealth transfer strategies and asset protection solutions.
    • Develop a comprehensive estate plan that preserves the family legacy and amend the plan in response to tax law changes.  
  • Charitable Giving
    • Provide support for philanthropic initiatives.
    • Oversee grant requests and disbursement of funds for charitable foundations.  

Job Requirements:

  • Bachelor’s degree in finance, economics, accounting, or related field.
  • 2-4 years of experience in a family office, wealth-management, or tax-related role, with HNW Tax experience
  • Strong financial modeling and analytical skills, with proficiency in Excel and other data analysis tools.
  • Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
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.