Lead Tax Partner for UHNW Family Office
Merceradvisors
Mercer Advisors seeks an exceptional Tax Partner for Regis, leading tax engagements for ultra-high net worth families. You will drive sophisticated tax strategies, manage client relationships, and mentor a specialized team within a collaborative, fiduciary framework. The role blends advisory leadership with cross‑team coordination to deliver holistic wealth management. The position requires a CPA (or equivalent) and 12–15+ years of high-level tax experience, with strong preference for #J-18808-Ljbffr Merceradvisors
- ...Advisors is seeking an exceptional Tax Partner - Regis to lead tax engagements for ultra-high net worth families, focusing on cross-border... ...strategies. You will mentor a UHNW tax team and coordinate with wealth... ...tax with broader family office services. Based in a hybrid role...Work at officeTax
- RSM US LLP is seeking an experienced Tax Partner in Glendale, California. This role focuses on leading tax engagements and advising complex family offices on various tax matters. Ideal candidates will have over 12 years of experience in public accounting and possess strong...Work at officeTax
- ...exceptional Estate Planning Partner - Regis to serve as a primary... ...advisor and team leader for UHNW families. You will drive complex estate... ...wealth management outcomes. Lead multi-generational planning,... ...governance, and sophisticated tax strategies while growing Regis...Tax
$212.5k - $250k
...Advisors has been helping families amplify and simplify... ...management, tax, estate, insurance,... ...fully integrated family office offering. We bring... ...an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist... ..., and gravitas that UHNW families expect from...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours$212.5k - $250k
...Advisors has been helping families amplify and... ...business management, tax, estate, insurance,... ...integrated family office offering. We bring... ...exceptional Estate Planning Partner - Regis to serve as... ...families. You will lead engagements... ...and gravitas that UHNW families expect from...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours- We are the leading provider of professional services to... ...like RSM.Affluent families around the world face increasingly... ...corresponding family offices - often oversee complex... ...serves as a trusted partner, supporting families... ...resources, operations, tax, technology, risk and philanthropy...Work at officeTaxFull timeLocal area
- Orchard Capital is seeking a dedicated Controller, Family Office to lead financial management across a portfolio of private entities, partnerships... ...will oversee day-to-day accounting, treasury coordination, tax support, and financial reporting while coordinating with internal...Work at officeTax
- ...Role IEQ Capital is seeking an experienced family office professional to join a dedicated client team in Los Angeles. The Family Office Lead will work closely with the IEQ... ..., internal team members, attorneys, CPAs, tax professionals, insurance advisors, financial...Work at officeTax
- ...role focuses on sourcing top-tier candidates for prestigious family office positions, requiring exceptional judgment and discretion. With... ...possess a strong background in recruitment and a network within the UHNW community, this opportunity offers a rewarding challenge to...Work at office
- We are the leading provider of professional services to the middle... ...nowhere like RSM.Role SummaryAs a Tax Partner, you will lead client service... ...of residence or primary office.Minimum of twelve (12) years... ...; national origin; ancestry; familial or marital status; age; physical...Work at officeTaxFull timeLocal area
- We are the leading provider of professional services to the middle... ...opportunity for an experienced Tax Partner to join our expanding Private... ...multi-generational wealthy families and their private businesses... ...public accounting or family office tax experienceExperience in the...Work at officeTaxFull timeLocal area
- We are the leading provider of professional services to the middle... ...like RSM. Role Summary As a Tax Partner, you will lead client service... ...state of residence or primary office. Minimum of twelve (12) years... ...; national origin; ancestry; familial or marital status; age; physical...Work at officeTaxLocal area
- Penny Lane Centers is seeking a Resource Family Partner in North Hills, CA, to assist families in the Resource Family Approval process. The role involves evaluating and managing multiple families, developing plans to meet approval requirements, and collaborating with County...
- Mercer Advisors is seeking an exceptional Tax Partner - Regis to lead tax advisory services for ultra‑high net worth families. You will head engagements, coordinate with senior wealth advisors, and drive integrated tax planning across estates, gifts, and global structures...Tax
$236.56k - $414.12k
...successful individuals, families, and institutions... ...and over 22,000 partners, we serve the world... ...sophisticated clients using leading technology and... ...II, FAMILY OFFICE SOLUTIONSLeads and... ...Ultra High Net Worth (UHNW) client relationships... ...wealth transfer, and tax services.Develops...Work at officeTaxFull timeTemporary workFlexible hours- Tax Partner - State and Local TaxWell established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their... ...tax regulations.The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either L...Work at officeTaxLocal areaWork from home
- ...Tax Partner - GeneralistWell established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing... ...individual tax.The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either L...Work at officeTaxWork from home
- ...Suicide Prevention Center, part of the La Frontera family, is an industry-leading non-profit organization dedicated to providing... .../AA Employer. What You’ll Do The Family Support Partner, at our Tempe or Glendale office, models the skills necessary to maneuver within the...Work at officeFull timeTemporary workLocal areaAfternoon shift
- ...Employees must live within a commutable distance of one the listed offices (Los Angeles or San Francisco, CA, Seattle, WA, Denver, CO... ...-edge tools to solve meaningful problems. As the Anthropic Partner Solution Lead, you’ll partner with cross-functional teams, including...Work at officeTemporary workLocal area
- ...Group is a renowned business management and family office firm serving high net-worth and ultra... ...advisory services including accounting, tax, tour management and wealth preservation... ...propose solutions alongside industry leading experts Competitive salary and benefits...Work at officeTax
- ...Job Description We are working with a family law firm seeking a dedicated attorney to... ...Division, Premarital, Postmarital, Taxes and Divorce, Spousal Support, Divorce Process... ...hybrid/ remote. There are occasional in-office meetings, but most of the work can be done...Work at officeTaxRemote work
- A reputable CPA firm located in Encino, CA, is seeking a skilled Tax Partner to lead their tax practice. This role requires significant expertise in tax planning and advisory services, along with proven experience in managing client portfolios. Ideal candidates will possess...Tax
- LeoForce, based in Los Angeles, seeks a Tax Partner with 10-15+ years of tax experience to lead complex tax engagements for diverse clients. You will guide tax planning, compliance, and client advisory services while mentoring the team and driving practice development....TaxFlexible hours
- ...ensure satisfaction and lead change efforts... ...SALT and international tax groups. Ensure staffing... ...and act as co-lead with Partner for client onboarding;... ...review bonus payrolls to officers from loan out entities.... ...business management or family office industry 9-12 years...Work at officeTax
$26 - $27 per hour
...Lead, Warehouse Associate Santa Fe Springs, CA About the Role... .../WMS platforms, and Microsoft Office programs preferred. Must be... ...healthcare for employees and family members ~ Health Savings... ...01(k) with company match (Pre-tax & Roth options) ~ Paid PTO,...Work at officeTaxFull timeTemporary workFor contractorsFlexible hoursShift work- ...A leading multi-family office is seeking an experienced AVP – Tax Officer to lead the Tax Team in providing comprehensive tax services to ultra-high-net-worth clients. Responsibilities include preparing and reviewing tax returns, communicating tax strategies to clients...Work at officeTax
$350k
...above), Counsel, or Income Partner to join its Private... ...in any ArentFox Schiff office location nationwide. The... ...will include advising family offices and closely‑... ...research and projection of tax implications of... ...adapting plan as needed, leading the team to project conclusion...Work at officeTaxPrivate practiceFlexible hoursShift work- ...Vice President of Accounting, Family Office About the Company Accomplished real estate investment & development firm Industry Real... .... Additionally, the role includes assisting the third-party tax accounting firm in optimizing the company's tax position and participating...Work at officeTax
$200k - $300k
...Kaufman Dolowich & Voluck, LLP is seeking an Employment Partner for their Los Angeles office to lead labor and employment defense litigation. The candidate should have over 10 years experience in this field, strong leadership skills, and the ability to manage a collaborative...Work at office$140k - $220k
...seeking a finance professional to partner with our U.S.-based Marketing... ...Marketing, FP&A, Accounting, IT, Tax, etc). This position will be a hybrid in-office position (Tuesday-Thursday) based... ...indicators and consider your specific job family, background, skills, and...Work at officeTaxHourly payFull timeContract workImmediate startFlexible hours
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