Private Family Wealth Tax Director Job-Northern California

Private Family Wealth Tax Director Job-Northern California

We have recently been retained by a wealthy family who seeks a qualified individual to run a wealthy family office and provide personal financial services. If you are currently working for a family office, foundation or similar non-profit, or you are a Tax Partner or Managing Director of a tax services firm and want to work for one family, you are the person we are most interested in speaking to about this opportunity. The Tax Director is responsible for guiding the family in respect to a myriad of tax issues, including individual tax, trusts, estate tax, partnership tax, Subchapter S tax, gift tax, and private foundations.  The Senior Tax Director/Family Tax Job collaborates with Family Office Executives, communicates directly with the family, and manages tax compliance and audits, tax planning, charitable giving, trusts, and generational wealth transfer and other strategies.

The Senior Director/Family Tax role requires strong understanding and experience in family wealth planning.  A minimum of 15-20 years of experience in a public accounting firm, law firm, family office, high net worth practice, or any combination of these environments, is required.  A CPA, Masters In Tax is required with a JD, LLM highly desirable. Please contact for more information.

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