Family Office Jobs in Connecticut
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Search Results - Family Office Jobs in Connecticut
Robert Half-Stamford-
Accountant/Bookkeeper - Single Family Office
We are looking for an experienced Accountant to support a single family office in Stamford, Connecticut. This position will oversee accounting activities, maintain accurate financial records, and help...
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Green Key Resources-Greenwich (CT)-
opportunities to optimize tax strategies.Coordinate annual tax projections, estimated payments, and cash planning for high-net-worth individuals.Participate in strategic tax initiatives, succession planning, and special projects related to family office...
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Atlas Search-Fairfield (CT)-
Job Description
Since 2001, this prominent family foundation has given more than $1.5 billion to U.S. nonprofits that help people in need or tackle complex problems. Its reach spans children’s health, the arts, sustainability, and Lyme disease...
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And Simple ApS-Westport (CT)-appcast.io-
The Dalio Family Office is hiring a Chief Human Resources Officer in Westport, CT to own HR strategy and the full employee lifecycle across its Westport, New York, Singapore and Abu Dhabi offices. The CHRO partners with the family, senior leadership...
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Green Key Resources-Stamford-
requirements
• Bachelor's degree in Accounting or Taxation; CPA strongly preferred
• 7–10 years of experience in Private Client Services, High Net Worth Tax, or Family Office
• Expertise in individual, estate, gift, GST, trust, and fiduciary tax
• Familiarity...
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Atlas Search-Fairfield (CT)-
Since 2001, this prominent family foundation has given more than $1.5 billion to U.S. nonprofits that help people in need or tackle complex problems. Its reach spans children’s health, the arts, sustainability, and Lyme disease research...
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Piper Sandler Companies-Greenwich (CT)-
Overview
In this role you will lead and shape the distribution of the firm’s investment research to RIAs and family offices, driving growth and relevance of our research platform. You will build senior-level relationships, identify opportunities...
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Mission Staffing-Stamford-
Tax Manager | Single Family Office | Up to $200K Base Salary & $250K Total Comp
A highly sophisticated, multi-billion-dollar family office in Stamford, CT is looking to add a Tax Manager. This is a newly created leadership role that sits...
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MyVFO-Hartford-mindmatch.ai-
Senior Product Designer
MyVFO | New York tristate area or Nashville strongly preferred
About MyVFO
MyVFO is a virtual family office platform that brings advisors and clients together to simplify financial and life management. We connect...
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CyberCoders-Fairfield (CT)-
net-worth individuals, family offices, and closely held businesses. We go far beyond traditional tax prep; we provide comprehensive, big-picture financial strategies designed to protect assets and maximize wealth.Our team operates in a fast-paced, high...
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Atlas Search-Stamford-
including equities, bonds, ETFs, mutual funds, SMAs/UMAs, and alternative investments
/n
• Familiarity with performance reporting, portfolio management/rebalancing, and how family offices and RIAs operate
/n
• Strong critical thinking, problem-solving...
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Atlantic Group-Greenwich (CT)-
Exciting Office Manager/EA role | Family Office/Private investment firm | Greater Greenwich, CT Area
Office Manager/EA – Private Investment Firm (Greater Greenwich, CT Area)
About Our Client
Our client, an established private investment firm...
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Benchmark IT-Stamford-
calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operateStrong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written...
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CyberCoders-Hartford-
Serve as the primary tax contact for high-net-worth individuals (HNWIs), family offices, and business owners, while coordinating responses to tax examinations and notices.Process Optimization: Identify and implement automation opportunities, tax software...
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Benchmark IT-Stamford-
of performance reporting calculations, portfolio management, rebalancing, and operations of family offices/ RIAs/ investment advisors
• Strong critical thinking and concise written/verbal communication
• Quick learner able to adapt to expanding environment...
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