Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 293 days ago

Director, Tax & Wealth Strategy

BBR Partners5 open roles

Pay
$250,000 – $300,000 a year
Where
New York, NY
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowDirector, Tax & Wealth StrategyBBR Partners · New York, NY

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on BBR Partners's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. BBR Partners postings stay open a median of 37 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 293 days ago

BBR Partners median: 37 days open

The posting

Director, Tax & Wealth Strategy

BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion for families with a minimum of $50mm of investible assets.

BBR Partners’ Wealth Strategies team serves as a centralized, specialized resource to help ensure clients receive thoughtful, coordinated, and forward-looking advice across their most consequential financial decisions. The team is grounded in a strong foundation of tax-aware planning, recognizing that tax considerations are a key driver of many complex wealth decisions and an essential lens through which broader strategies are evaluated.

Within that framework, BBR takes a holistic, family office-style approach—supporting clients and advisors across a wide range of interconnected issues, including trust and estate planning, insurance and risk management, lending and liquidity, and coordination with external advisors.

We are seeking a Director, Tax & Wealth Strategy to serve as a wealth strategist, reporting to the Head of Wealth Strategies, with primary responsibility for tax planning and related strategic planning matters affecting ultra-high-net-worth individuals and families. This individual will partner closely with advisors across the firm, participate directly in client engagements, and help shape the continued development of BBR's Wealth Strategies platform. This role is fundamentally a tax planning role, with additional involvement in insurance, lending, and other wealth management and financial planning functions.

Key Responsibilities

Client Team Support

  • Serve as the firm's senior tax planning expert on complex client matters.
  • Elevate the consistency, sophistication, and quality of planning delivered throughout the firm.
  • Partner closely with Client Advisors to identify opportunities, evaluate alternatives, develop planning strategies and prepare for client engagements
  • Review and analyze client tax returns and planning documents to identify key considerations, tradeoffs, and risks.
  • Help establish best practices, frameworks, and standards for planning delivered across client relationships.

Direct Client & Prospect Engagement

  • Help define and expand BBR's tax planning capabilities and service offering, advising on sophisticated planning matters including: individual income tax planning and trust and estate income taxation, with exposure to business-owner and liquidity-event planning, cross border tax considerations and insurance, lending and liquidity strategies.
  • Translate complex technical issues into practical recommendations and actionable guidance.
  • Develop scalable planning frameworks, tools and client deliverables.
  • Help demonstrate BBR's planning and family office capabilities to prospects and referral sources.
  • Support proposal development and responses to complex planning inquiries.
  • Where appropriate, participate directly in client and prospective client meetings as a senior planning resource and coordinate implementation efforts among clients and their external advisors.

External Advisor Relationship Management

  • Curate and strengthen BBR's network of preferred providers for clients.
  • Manage client referral requests and assist advisors in identifying appropriate external resources and specialists.
  • Represent BBR within the professional advisor community and stay current on the latest planning techniques.
  • Create and author tailored planning content for an UHNW audience.

Internal Education, Thought Leadership & Platform Development

  • Serve as a technical resource and educator to advisors and internal teams.
  • Collaborate with our internal learning and development team to develop and deliver internal training programs.
  • Author planning insights, white papers, educational materials and thought leadership content.
  • Identify and ensure advisors remain current on significant tax and legislative developments, emerging planning opportunities and industry trends affecting clients

Preferred Qualifications

  • CPA, Master's in Taxation, JD/LL.M., or similar advanced credentials.
  • 10+ years of experience advising high-net-worth and ultra-high-net-worth individuals and families.
  • Significant experience with: Individual income tax planning Trust and estate taxation Business-owner planning Charitable planning Complex financial planning
  • Strong working knowledge of insurance, lending, liquidity, and family office planning issues.
  • Demonstrated ability to collaborate across multiple disciplines and advisor teams.
  • Exceptional communication and presentation skills with the ability to simplify complex topics.
  • Strong judgment, professionalism, and relationship-management skills.
  • Proven ability to develop innovative planning solutions for sophisticated client situations.
  • Existing professional networks among tax, legal, and planning professionals.

What We Offer

  • Competitive base salary and incentive compensation.
  • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
  • 401K plan, Life insurance, and short & long-term disability coverage.
  • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
  • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
  • Personalized development and career growth opportunities.
  • Volunteer opportunities and matching charitable gift program.
  • Flexible time off, paid parental leave, and Sabbatical with company tenure.
  • Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress.
  • New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Additional Information

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $250,000 and $300,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

We value and seek diversity of thought and equity of representation. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against BBR Partners's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on BBR Partners's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    BBR Partners's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.