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ECG Resources, Inc. in New York is seeking an experienced Relationship Manager to serve ultra-high-net-worth clients within tax and family office services. The role focuses on tax planning, wealth management, and advisory matters for families with $25MM–$50MM+ in assets, working closely with senior leadership to deliver sophisticated tax strategies and coordinated family office services. The candidate will review complex returns, build trusted client relationships, and guide strategy across

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Tax Preparers

Industry

Portfolio Management and Investment Advice

Posted

22 days ago

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