Confidential Family Office Engagement

District Partners has been exclusively retained by a leading multi-family office serving a select group of ultra-high-net-worth families and entrepreneurs. This firm provides holistic wealth management, tax advisory, and family office services for clients with an average of $90MM in investable assets, combining institutional-grade sophistication with deeply personal client relationships.

This is a rare opportunity to deepen your technical planning expertise while building a long-term career serving the complex, multigenerational needs of UHNW families. The environment is collaborative and intellectually rigorous — one where tax, financial planning, investments, and estate strategy converge to deliver truly integrated client outcomes.

As a Wealth Specialist, Senior Associate, you will play a pivotal role in executing comprehensive financial and tax planning for high-profile family clients. You’ll work closely with Directors and Partners across the firm to coordinate multi-dimensional planning, ensuring every client experience reflects the highest standards of excellence.

What You'll Do:

• Prepare and review federal, state, and local individual, partnership, S-corporation, and trust income tax returns and projections
• Support Directors in designing and executing sophisticated financial, tax, and investment deliverables for UHNW families
• Engage directly with clients in ongoing strategic and ad hoc financial conversations, offering both technical insight and relational trust
• Leverage technology to improve processes and streamline data-driven planning solutions
• Manage workflow of associates and administrative professionals to ensure timely, high-quality deliverables

What You'll Have:

This role is ideal for someone who thrives in an environment of intellectual challenge and purpose — someone who wants to do more than compliance work, and instead help families preserve, grow, and steward their wealth across generations.

• 5–7 years of tax and financial planning experience (preferably serving complex, high-net-worth clients)
• CPA or CFP designation (or in candidacy)
• Experience with individual and pass-through entity taxation preferred
• Investment or wealth management exposure is beneficial but not required
• Exceptional attention to detail and commitment to accuracy
• Superior communication and interpersonal skills
• Analytical thinker with a client-first mindset
• Strong proficiency in Microsoft Suite; familiarity with eMoney or similar platforms a plus
• Collaborative, resourceful, and driven by continuous improvement

Why This Opportunity:

This position offers true long-term growth within a world-class family office — an environment where you’ll work directly with senior advisors and clients to shape complex strategies involving multi-entity structures, generational transfer planning, charitable vehicles, and private investments.

If you’re seeking more than just another tax or planning role — if you want to build a meaningful advisory career in the UHNW space — this is the opportunity to do it.

Location: Cleveland, Ohio