Senior Family Office Advisor

Senior Family Office Advisor

Are you an experienced CPA or senior tax professional who wants to move beyond compliance work and spend more of your career helping clients make smarter, more strategic financial decisions? StaffBuffalo is conducting a confidential search for a growing financial advisory organization seeking a Senior Family Office Advisor, offering a $150,000–$180,000 base salary, profit sharing, and a long-term opportunity to progress toward partnership. This is an exciting opportunity for someone who has built deep technical expertise in tax but is ready to apply that knowledge in a more consultative, relationship-driven environment.

As the Senior Family Office Advisor, you'll work with high-net-worth families, business owners, outside CPAs, attorneys, investment professionals, and other advisors to coordinate complex tax and financial strategies. The emphasis is on value-added advisory work rather than tax compliance, understanding how businesses, trusts, investments, and personal financial decisions interact and helping clients identify opportunities for tax savings, stronger structures, and better long-term financial outcomes. The Senior Family Office Advisor will manage strategic projects, bring the right internal and external professionals into client engagements, and serve as a trusted point of coordination across sophisticated financial relationships.

This is also a growth-oriented position. The Senior Family Office Advisor will help develop strategic partnerships and referral relationships, contribute to M&A and acquisition opportunities, and support the continued expansion of a growing family office platform. There are no formal people-management responsibilities initially, but you'll take ownership of projects and help coordinate team members and professional partners as engagements require.

This is a hybrid position with flexibility based on location and business needs. Preference will be given to candidates throughout the Northeast and Midwest, including New York, Pennsylvania, Massachusetts, Connecticut, New Hampshire, Ohio, Virginia, North Carolina, South Carolina, and surrounding states. Candidates should also be comfortable with minimal travel, generally occurring monthly or quarterly depending on client and business needs.

Key Responsibilities

• Advise high-net-worth families and business owners on complex tax, financial, entity, trust, and business planning matters, with an emphasis on strategic value rather than compliance.
• Coordinate with outside CPAs, attorneys, investment professionals, and other advisors to develop and execute integrated client strategies.
• Review complex tax and financial matters to identify planning opportunities, potential tax savings, structural improvements, and value-added recommendations.
• Build trusted client relationships while managing strategic projects and coordinating the appropriate internal and external resources for each engagement.
• Develop professional referral relationships and strategic partnerships that support continued client and organizational growth.
• Contribute to mergers, acquisitions, and other growth initiatives by evaluating opportunities and helping integrate new relationships into the broader advisory platform.
• Support complex family office needs involving business ownership, trusts, investments, estate considerations, and multi-generational wealth planning.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related discipline; advanced education is a plus.
• CPA strongly preferred, with significant tax and advisory expertise highly valued.
• Approximately 7+ years of progressive experience within public accounting, tax advisory, family office, private wealth, or a related professional services environment.
• Strong technical background in taxation, particularly involving high-net-worth individuals, business owners, trusts, pass-through entities, and complex planning matters.
• Experience providing strategic planning and advisory services beyond traditional tax preparation and compliance.
• Strong client-facing skills with the ability to explain complex financial and tax concepts clearly and confidently.
• Experience coordinating projects and collaborating across accountants, attorneys, financial advisors, and other professional partners.
• Growth-oriented mindset with an interest in developing referral relationships, identifying opportunities, and contributing to the expansion of the business.
• Existing professional relationships or demonstrated business development experience would be highly valued but are not required.

Benefits

• $150,000–$180,000 base salary, depending on experience
• Long-term Partner Track opportunity
• 5%–10% profit sharing
• 401(k) with Safe Harbor employer match
• Employer-paid individual health insurance
• Employer contribution toward family health insurance
• 60% Long-Term Disability coverage
• Minimal travel, generally monthly or quarterly as business needs require
• Opportunity to join a growing organization with continued team expansion and acquisition activity

The advertised pay range represents what we believe, at the time of this posting, our client is willing to pay for this position. Compensation within the range will depend on experience, technical expertise, professional relationships, and the overall value a candidate can bring to the organization.

StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.

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