Tax & Estate Director

Interplay

Tax & Estate Director for Ascend Family Office in New York. Advising UHNW families on tax strategies and estate planning while ensuring compliance.

Posted 7/28/2026part-timeNew York City • New York • 🇺🇸 United StatesLead💰 $120 - $150 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate law and financial planning, with a strong focus on client relationship management and compliance with SEC guidelines. Capable of providing strategic advice on tax, estate, and insurance strategies while ensuring exceptional client service.

Highest-signal resume keywords

Estate Law ExpertiseFinancial Planning KnowledgeClient Relationship ManagementEmotional IntelligenceCompliance with SEC Guidelines

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax StrategiesEstate Planning StrategiesInsurance StrategiesInvestment KnowledgeAsset AllocationCash Management

Soft Skills

Emotional IntelligenceCommunication SkillsNegotiation SkillsPresentation SkillsSocial Skills

Industry Keywords

Financial MarketsClient Service Best PracticesBusiness DevelopmentCompliance Guidelines

About the role

Key responsibilities & impact

Advise families on applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.
Represent the estate planning perspective in internal investment and planning decisions.
Serve as a point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
Collaborate with the investment team on customized asset allocation and cash management plans, from formulation to execution.
Contribute to our business development efforts, including onboarding of new families and expanding client service offering.
Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.

Requirements

What you’ll need

7+ years of proven experience in estate law or a similar field
Deep understanding of financial markets, investments, and financial planning
Highly developed emotional intelligence (EQ) and social skills
High degree of familiarity with client relationship management and customer service best practices
Excellent communication, negotiation, and presentation skills

Benefits

Comp & perks

Onsite work 2+ days a week
Flexible work arrangements