Tax Director (Wealth Management Firm)

THE OPPORTUNITY Tired of the grind of traditional public accounting? This is where elite tax professionals do the most interesting work of their careers — without misery. No audits. No rainmaking. Just deep, sophisticated tax strategy for ultra-high-net-worth families, backed by a fully integrated wealth management platform. WHY THIS ROLE IS DIFFERENT

• Pure advisory work — complex wealth transfer, philanthropic strategy, and entity structuring. No audits, no busy work.
• A dedicated sales team means zero business development requirements. You focus entirely on your clients.
• Real work-life balance with structured hours, remote flexibility in California, and a culture that actually means it.
• A diverse, distributed team — 50% women across 90+ U.S. cities. No formal headquarters; talent over geography.
• No billable hours and no audits to manage

THE ROLE You’ll be the trusted tax advisor to the firm’s most complex clients — UHNW individuals and families navigating intricate entity structures, multi-generational wealth transfer, and sophisticated philanthropic strategies. You’ll review and sign returns across individual, trust, gift, corporate, and partnership structures, lead tax planning engagements, and serve as a strategic partner to the wealth advisory team. You’ll also mentor junior tax professionals and help raise the bar for the whole team. WHAT WE’RE LOOKING FOR

• 10+ years of tax experience, ideally in public accounting with UHNW or family office clients
• CPA, JD, MS, or LLM required
• Deep expertise across individual, trust, gift, corporate, and partnership taxation
• Experience with wealth transfer strategies, family businesses, and philanthropic planning
• Exceptional client communication — you can make complex tax concepts feel clear and actionable

BENEFITS HIGHLIGHTS

• Full medical, dental, and vision coverage
• $180,000 – $225,000 base salary + incentive compensation program
• Full medical, dental, and vision coverage
• Mostly remote work (CA residents only)
• HSA with company contributions
• 401(k) with per-paycheck company match
• 14 paid holidays including a full week off at Thanksgiving
• Generous PTO
• 8 weeks paid parental leave
• Company-paid concierge services for family care (children, aging parents, and more)
• Pet insurance
• * We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

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