ECG Resources, Inc. · 3 days ago
Tax Relationship Manager | Single Family Office
Detroit, MI
Full-time
Hybrid
Senior Level
5+ years expECG Resources, Inc. is a private single-family office in Detroit serving a multigenerational family. They are seeking a Tax Relationship Manager to serve as a primary point of contact for family members, providing guidance across various financial needs including investments, estate and tax planning, and cash management.
ConsultingRecruitingStaffing Agency
Hiring Manager
Avigayil Becker
Responsibilities
Advise clients on investment strategy, estate and wealth transfer planning, income tax planning, risk management, philanthropy, trust administration, and financial education
Prepare and present materials for client review meetings
Coordinate with internal staff and external specialists as the strategic “quarterback” for client needs
Oversee and direct all client activity within the family office and maintain clear communication across teams
Identify opportunities to improve processes and efficiencies
Qualification
Required
Bachelor's degree; CFP®, CIMA®, or CPA preferred
5–8 years of experience working with high-net-worth families or complex entity structures
Highly organized, reliable, client-focused, and able to prioritize in a fast-paced environment
Strong communication skills and a proactive approach
Benefits
Hybrid schedule available after 90 days.
Company
ECG Resources, Inc.
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase