Senior Family Office Advisor

Job overview

The Senior Family Office Advisor role is hybrid, with the listing based in Buffalo, NY and flexibility based on location and business needs. The base salary is $150,000–$180,000 annually. The position is with a growing financial advisory organization conducting a confidential search through StaffBuffalo. The advisor provides strategic, relationship-centered guidance to high-net-worth families and business owners, coordinating tax, financial, trust, and business planning with clients’ professional advisors. The role also supports partnerships, referrals, and growth initiatives as the family office platform expands.

What you'll do

• Advise high-net-worth families and business owners on tax, financial, entity, trust, and business planning
• coordinate integrated strategies with outside CPAs, attorneys, investment professionals, and other advisors
• review complex matters to identify planning opportunities and potential tax savings
• manage strategic client projects and coordinate resources
• develop referral relationships and partnerships
• contribute to mergers, acquisitions, and other growth initiatives
• support business, trust, investment, estate, and multigenerational wealth planning needs.

What we're looking for

Skills & competencies

senior family office advisor

tax advisory

financial planning

high-net-worth clients

trust planning

business owners

cpa preferred

client relationships

hybrid

buffalo ny

staffbuffalo

$150k–$180k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• 5%–10% profit sharing
• partner-track opportunity
• 401(k) with Safe Harbor employer match
• employer-paid individual health insurance and contribution toward family coverage
• 60% long-term disability coverage.

Why this role

Includes a long-term opportunity to progress toward partnership and 5%–10% profit sharing; travel is described as minimal and generally monthly or quarterly.

About the employer

StaffBuffalo is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.