Wealth Strategist, Tax

BBR Partners•New York, NY

3d•$130,000 - $170,000•Hybrid

About The Position

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 Vice President, Wealth Strategies to serve as a wealth strategist with a primary focus on individual income tax planning operating horizontally across client teams. This role is fundamentally a tax planning role, with additional involvement in insurance, lending, and other wealth management and financial planning functions.

Requirements

CPA with a strong foundation in tax planning and preparation for Ultra High Net worth families
6+ years of relevant experience in tax planning and wealth management, with working knowledge of planning techniques and structures related to UHNW clients (life insurance planning, property & casualty coordination, lending and mortgage structuring etc.)
Demonstrated ability to coordinate across multiple advisors and disciplines
Excellent communication skills, with the ability to simplify complex topics
Strong organizational and project management capabilities
High degree of professionalism, discretion, and judgment
Proven relationship builder
Problem solving and creative idea generation is highly valued for this role

Responsibilities

Serve as a subject matter expert to client coverage teams on complex tax and planning matters
Ensure client teams deliver high level and effective advice on tax and other planning topics
Partner closely with Client Advisors to identify issues, develop strategies, and prepare for client engagements
Review client materials and third-party analyses to highlight key considerations, tradeoffs, and risks
Elevate the consistency and quality of planning delivered across the firm
Help frame and advance discussions across tax, insurance, liquidity, lending and risk related matters
Translate complex concepts into clear, actionable guidance for clients and advisors
As appropriate, participate in client and prospective client meetings as a senior planning resource
Develop and maintain relationships with external accountants, insurance advisors, and other service providers, maintaining and curating a list of preferred providers for firm clients
Manage client referral requests and suggest introductions to ensure client needs are met
Partner with internal teams to develop educational materials for clients and prospects
Curate and generate internal content delivery and updates
Educate and mentor internal client advisors on tax concepts, keeping them informed about new laws, client updates and best practices.
Develop internal training sessions and presentations

Benefits

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.