Tax Partner, Family Office Growth & Strategy
RSM US LLP
A prominent accounting firm in San Francisco is seeking an experienced Tax Partner to lead tax engagements and provide innovative solutions for family offices and ultra high net worth families. The ideal candidate will have over 12 years of public accounting or family office tax experience, along with a CPA or JD. Responsibilities include client management, compliance projects, and expanding client relationships. A competitive benefits package is offered, with flexibility for a balanced schedule. #J-18808-Ljbffr RSM US LLP
- ...Tax Partner - Global Family Office Enterprise page is loaded Tax Partner - Global Family Office Enterprise Apply locations Los Angeles Chicago San Francisco... ...an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and...Work at officeTaxFull timeSecond jobLocal area
- RSM US LLP is seeking an experienced Tax Partner in San Francisco, California. This role requires a Bachelor's degree in Accounting with a CPA License and at least 12 years of public accounting experience. As a Tax Partner, you will lead tax engagements, advise clients...Work at officeTaxFlexible hours
- ...A leading professional services firm seeks a Tax Partner to lead tax engagements and advise high net worth families. This role demands over 12 years of experience in... ...public accounting, with a focus on complex family office taxation. Ideal candidates possess a CPA or JD,...Work at officeTax
$205k - $235k
...world. EY-Parthenon – Strategy and Execution – Growth Platforms – Neuro-... ...investor mindset, we partner with CEOs, Boards, Private... ...distance to your office location for this position... ...breaks, Personal/Family Care, and other leaves... ..., consulting, tax, strategy and transactions...Work at officeTaxWork experience placementSummer holidayFlexible hours$205k - $235k
...of transformative strategy, transactions and corporate... ...mindset, we partner with CEOs, Boards,... ...EY-Parthenon, the Growth Platforms team focuses... ...distance to your office location for this position... ...breaks, Personal/Family Care, and other... ...assurance, consulting, tax, strategy and...Work at officeTaxSummer holidayFlexible hours$250k
State & Local Tax Partner Department: Tax Location: Palo... ...experience and a growth mindset. The SALT Partner... ...the Firm’s California office, expanding its SALT platform... ...for local market strategy, brand development,... ..., financial advisors, family offices, and institutional...Work at officeTaxLocal areaRemote workRelocationFlexible hours$322k - $376k
...on their financial strategy, best-in-class... ...company during its growth journey with their... ...strategy, accounting, taxes and financial... ...role requires an in-office presence 2-3 days... ...improve reporting Partner cross‑functionally... ..., age, marital or family status, disability...Work at officeTax2 days per week3 days per week$154k - $193k
...Sr. Partner Marketing Manager At Early Warning... ...partner marketing strategies, working closely... ...brand's broader growth goals and... ...consist of a normal office environment. Work... ...Account (HSA) or pre-tax savings through flexible... ...Leave ~ Maven Family Planning – provides...Work at officeTaxHourly payImmediate startVisa sponsorshipWork visaFlexible hours- ...troubleshooting have become a massive tax of engineering velocity.... ...cohesive prospect engagement strategy that prospects genuinely value... ...or other fast-paced, high-growth environment. ~ Demonstrated... ...Benefit Stipend ~ Daily in-office Lunches and Dinners...Work at officeTaxImmediate startVisa sponsorshipFlexible hours
$162k - $240k
...insurance for you and your family, with employer... ...Accounts Pre-tax accounts for Health... ...coordinated company office closures throughout... ...your professional growth Daily meals in our... ...deliverables, support partner-facing requests,... ...Have experience in strategy & operations, program...Work at officeTaxFull timeLocal areaRelocation packageFlexible hours- ...Tax Partner Job Summary: The Tax Partner is a senior executive position... ...contributing to the firm's growth and profitability. Key Responsibilities... ...: Develop and execute strategies to grow the tax practice.... ...typically operates in a professional office environment. May require...Work at officeTaxLocal area
- ...Tax Partner - Partnership Taxation POSITION SUMMARY: Our client'sresponsive... ...to tax professionals in our offices across the United States, our... ...and potential clients. Drive strategy development and implementation, profitability and growth for the tax practice. Promote...Work at officeTaxLocal area
- ...Client Service Associate| Multi Family Office | SF Bay Area Join a... ...tailored solutions across wealth strategy, portfolio management, and... ...real exposure and long-term growth . The firm offers... ...portfolio maintenance Coordinate tax workflows with external...Work at officeTaxRemote workFlexible hours
- ...Director of Growth Marketing Abridge is building... ...plays, and channel strategy across the full funnel. Partner with Sales and... ...to work from our SF office at least 3x per week... ...employees and their families. ~ Generous HSA Contribution... ...Device Allowance: Tax free funds for...Work at officeTaxHourly payFull timeImmediate startRelocation packageFlexible hours
$250k
...AmLaw 200 firm in California, is looking for a State & Local Tax Partner to expand their SALT practice. This position requires over 8 years... ...State Bar. The role involves developing the firm's California office, advising clients on residency issues, and leading client...Work at officeTaxLocal area- ...M&A Tax Attorney Premier California-based law firm with a... ...Actively seeking an experienced Partner or Counsel-level M&A Tax... ...platform that supports practice growth and client development. Position... ...Estate Tax Structuring Family Office and Private Client Tax...Work at officeTaxLocal area
$216k - $252k
...seed to venture to growth-stage technology companies... ...Relations, Fund Strategy, Corporate Accounting, General Partners, Crypto Technical... ...audit, and fulfill tax requirements... ...role requires an in-office presence 2 days a week... ...identity, age, marital or family status, disability,...Work at officeTaxFull timeFlexible hours2 days per week$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay: $180,000.00 - $200,... ...per quarter) to the Bay Area office or surrounding areas may be... ...serving closely held companies, family businesses, entrepreneurs,... ...Long-term leadership growth with ownership potential #J...Work at officeTaxRemote workRelocationFlexible hours$322k - $376k
...in seed to venture to growth‑stage technology companies... ...to the Chief Operating Officer and oversee both... ...each primary business partner requires. A reasonable... ...with fund accounting and tax on shared workflows, reporting... ..., age, marital or family status, disability, Veteran...Work at officeTaxFor contractorsLocal area2 days per week- VC Stack is seeking an Investment Partner for its San Francisco office. This senior leadership role involves sourcing and... ...skills, and a passion for technology. You will lead investment strategies and support early-stage companies poised for growth. #J-18808-Ljbffr VC StackWork at office
$150k - $170k
...Operations, the Sales Strategy & Operations... ...be a key strategic partner to Sales and GTM leadership... ...our San Francisco office. Office attendance... ...support scalable growth. Lead key planning... ...compassionate leave Family forming support through... ...digital tools Pre‑tax commuter benefits (...Work at officeTaxFull time- ...With support from our strategic partners, robust IBM technology, and... ...real results. Our culture of growth and empathy focuses on your... ...refining or developing business strategies in targeted areas or across... ...number of days to be in the office is to be determined by your management...Work at officeWork from homeWorldwide
$150k - $170k
...our San Francisco office. Office attendance... ...Sr Mgr., Outbound Strategy is responsible for... ...from end to end, partnering with leaders from... ...pipeline and revenue growth at Ironclad. You'... ...compassionate leave ~ Family forming support... ...tools ~ Pre-tax commuter benefits...Work at officeTaxFull timeContract work$133.5k - $165.25k
...high‑net‑worth clients and family offices. Lead all internal and... ...insurance, and risk management. Partner with external advisors (tax, legal, investment... ...initiatives, PVAs, and practice growth priorities. Identify new... ...development, pricing strategies, and onboarding of new...Work at officeTaxLocal areaFlexible hours- ...for our Planning Strategy & Research (PS&R)... ...in our San Diego office or our other office... ...Senior Associate partners closely with the Practice... ...to empower families to take control of... ...Commitment to continuous growth and development of... ..., economics, tax, or financial planning...Work at officeTax
$73.5k - $212.28k
...At PwC, our people in tax services focus on providing... ..., compliance, and strategy. These individuals help... ...execution, and completion. Partner with team leadership to... ...in Microsoft Office and Google suite Ability... ...vacation, personal and family sick leave, and more. To...Work at officeTaxFull timeH1bRemote work$75k - $90k
...serving ultra-high net worth families, single family offices, foundations, and... ...across key areas such as tax strategy, risk management guidance,... ...Initiatives Associate to partner directly with the Chief Marketing... ...the center of Pathstone’s growth, brand evolution, and client...Work at officeTaxFlexible hours$170k - $220k
...seeking a Head of Growth to help lead and scale... ...our go-to-market strategy. The ideal... ...and sales process Partner closely with cross... ...days per week in the office (Wednesday, Thursday... ...1(k) program, pre‑tax HSA and FSA options... ...members and their families. Our Interview...Work at officeTaxTemporary workLocal areaRemote workHome officeFlexible hours3 days per week$120k - $150k
...community of individuals, families, and institutions. Our... ...Associate, Investment Strategy San Francisco,... ...Francisco to support the growth of our advisory firm and... ...at an RIA, multi‑family office, investment consultant,... ...benefits program (pre‑paid tax dollars towards your commute...Work at officeTax$85k - $270k
YOUR IMPACT As a Family Office Advisor, you will be instrumental... ...Management, our growth is driven by a relentless... ...review, income tax preparation and planning... ...comprehensive financial strategies tailored to their unique... ...Advisory: Partner with clients to craft...Work at officeTaxFull timeTemporary workPart time
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