Tax Director, High-Net-Worth & Estate Planning (Hybrid)
Stonepath
A respected advisory and accounting firm in San Francisco is seeking an experienced Tax Director to lead tax planning for high-net-worth individuals and complex entities. The ideal candidate will have over 10 years in public accounting, expertise in various tax strategies, and strong leadership skills. This role offers a clear path to partnership and the opportunity to inherit valuable legacy client relationships. Enjoy a competitive compensation package and a hybrid work environment. #J-18808-Ljbffr
$125k - $145k
...Tax Manager - West Coast (Hybrid) California; Encino; Newport Beach; San Francisco... ...by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...compliance services to our high-net-worth clients. We are looking for...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...A premier advisory and accounting firm is seeking a Tax Director in San Francisco. In this hybrid leadership role, you will mentor a team and lead tax planning for high-net-worth individuals. The position offers a clear path to partnership within 2-3 years, overseeing...High net worth
- ...Senior Tax Associate - Southern California (Hybrid) California; Encino; Newport Beach; San... ...integrating financial planning, investment management,... ...business management, tax, estate, insurance, and more, all... ...services to our high-net-worth clients. We are looking...High net worthTemporary workWork at officeWork from homeHome officeMonday to FridayFlexible hours
- ...Francisco is looking for an experienced Tax Manager to join our Private Client... ...role involves managing complex tax planning and compliance for Ultra High Net Worth individuals and families, while... ...relationships. This position falls under a hybrid work schedule and provides a...High net worth
$106.25k - $125k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...tax compliance services to our high-net-worth clients. We are looking for someone... ...lifting over 10 lbs. #LI-Hybrid Actual base pay within this...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$140k
...respected advisory and accounting firm seeks a Sr. Tax Associate in San Francisco. The role, offering a... ...accounting and an active CPA license. You'll work with high-net-worth clients on complex tax matters and have a hybrid schedule. This firm values mentorship and provides...High net worth- ...A leading financial advisory firm is seeking a Tax Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing engagements, supervising associates, and ensuring compliance with tax regulations....High net worth
- ...Stonepath is seeking a Director / Equity Partner Track professional... ...years while advising ultra-high-net-worth clients. You will inherit... ...strong work-life balance, and hybrid work flexibility. Join a respected... ...focused on sophisticated tax planning and wealth preservation....High net worthWork at office
$175k - $220k
...We represent a boutique tax advisory firm serving ultra-high-net-worth individuals, family-owned enterprises, trusts, estates, and closely held business... ..., overseeing complex tax planning and compliance engagements... ...at the Senior Manager or Director level ~ Demonstrated...High net worthWork at office- ...Tax Supervisor This company is a dynamic and responsive, high-value CPA firm that serves closely... ...businesses, high net worth clients, trusts and estates, and other clients... ...support our team with hybrid work, a robust... ...the firm. Tax Planning for individuals and...High net worthFull timeTemporary workWork experience placementFlexible hours
$80.75k - $95k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...tax compliance services to our high-net-worth clients. The Tax Team comprises... ...heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...We’re seeking a Tax Director to lead and grow the Bay... ...service. This is a high-impact leadership role... ...family offices, and high-net-worth individuals Serve... ...structuring, transactions, and planning opportunities... ...with client-facing and hybrid work arrangements....High net worthLocal area
- ...seeking an experienced Tax Director to lead and grow the... ...partner client. This high‑impact leadership role... ...family offices, and high‑net‑worth individuals. Serve... ..., transactions, and planning opportunities. Unify... ...nearby markets) with hybrid flexibility and...High net worthWork at officeLocal area
$170k - $300k
...Research and analyze various federal income tax issues in connection with but not... ...their careers in a fulfilling way. A hybrid between a general tax practice and a hyper... ...and middle‑market companies, as well as high net worth individuals, family offices, not‑for‑profit...High net worthLocal areaShift work$100k - $140k
Gursey is seeking a Tax Supervisor in San Francisco, California. The ideal candidate will have over 4 years of experience in tax... ...accounting, along with expertise in Tax Law as it pertains to high-net-worth individuals and other entities. Responsibilities include reviewing...High net worth- ...Job Description Tax Manager – Estate, Gift & Trust (Top... .... This is a high-impact, client-facing... ...with high-net-worth individuals, families... ...tax, estate planning, and trust structures... ...office locations Hybrid flexibility as... ...Joey Wieger Director of Recruiting...High net worthPrivate practiceWork at officeRemote workFlexible hours
$95k - $160k
This Founders & Tech Executive Tax Supervisor role will be based out of... ...aspects of tax engagements, from planning to completion, to include... ...preparation and review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy...High net worthLocal areaRemote work- ...and private capital needs of high-net-worth individuals and families. With... ...range of matters, including: Estate planning, wills, and succession Wealth structuring, tax and estate planning Family... .... The Opportunity True hybrid flexibility : 3 days per week...High net worthPrivate practiceWork at officeWorldwide3 days per week
$130k - $173k
...Job Description Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office... .... This is a high-impact opportunity... ...enjoys advising high-net-worth individuals,... ...clients on complex tax planning matters Review... ...Senior Manager / Director / Partner...High net worthPrivate practiceWork at officeRemote workFlexible hours$84.5k - $201k
...of our DNA across our audit, tax, and consulting groups. That’... ...entities, and investment and estate planning vehicles. Our multidisciplinary... ...Technical Expertise: Deliver high-level tax consulting,... ...matters affecting ultra-high-net-worth clients.Engagement Leadership...High net worthWork at officeLocal areaWorldwide$90k - $105k
...relationship management team for high net worth and ultra‑high net worth... ...for clients’ financial and estate planning needs. Participate in equity... ..., and coordinate client tax data and documentation. Be... ...office in accordance with our hybrid working policy. Compensation...High net worthWork at office- ...firm in San Francisco is looking for a Tax Senior Manager to oversee client engagements... ...a team, ensuring compliance for high-net-worth individuals, and providing innovative tax... ...The position supports flexibility with a hybrid workplace and promotes diversity and inclusion...High net worth
- ...Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered. Responsibilities... ...individuals, trusts, estates, and pass-through... ...teams on tax planning Work closely with... ...experience servicing High Net Worth and/or Family Office...High net worthWork at office
$125k - $175k
...Tax Manager BPM – where caring and community is in... ...working exclusively with Ultra High Net Worth (UHNW) individuals and... ...managing complex tax planning and compliance for trusts, estates, partnerships, and closely... ...be expected to follow a hybrid schedule. What you get...High net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours$110k - $130k
...Jose, CA, 95113, US (Hybrid) Base Range $110,00... ...Primary Duties Tax Compliance Assist in... ...family tax returns for high net worth clients. Ensure accuracy... ...tax filings. Tax Planning Support Contribute... ...to tax managers and directors as needed. Foster a...High net worth- ...Summary The Tax Senior Manager is... ...This role involves high-level technical review, tax planning, and acting as the... ...Partnerships, Trusts, and Estates). Tax Planning... ...for Ultra-High-Net-Worth (UHNW) individuals... ...Culture Hybrid Flexibility Retirement...High net worth
$135k - $175k
...Tax Manager Public Accounting Firm | San Francisco, CA | Hybrid/Remote (but within the Bay Area) A nationally established... ...tax engagements from planning through completion Review... ...corporations, partnerships, and high-net-worth individuals Perform technical...High net worthWork at officeRemote work$140k - $200k
...Power in the Plus! Withum's Tax Services Group is made up of... ...to Upper Level Executives High Net Worth Individuals The focus of this... ...to help our clients plan and reduce tax liabilities. The... ...conviction records. #LI-MM1 #LI-Hybrid WithumSmith+Brown, PC is...High net worthLocal area$120k - $160k
...Power in the Plus! Withum's Tax Services Group is made up of... ...Private Client services. This High Net Worth Tax Supervisor role will be based... ...of audit engagements, from planning to completion, to include... ...conviction records. #LI-MM1 #LI-Hybrid WithumSmith+Brown, PC is an...High net worthWork at officeLocal area$95.5k - $195.4k
...DNA across our audit, tax, and consulting groups... ...tax matters as well as planning and implementing... ...clients and attract new high-net-worth individuals and family... ...investment entities, estate and gift experience is... ...are all necessary Hybrid Work Environment...High net worthWork at officeLocal areaRemote workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Director, High-Net-Worth & Estate Planning (Hybrid). Be the first to apply!
- transfer pricing tax manager San Francisco, CA
- senior international tax manager San Francisco, CA
- sales & use tax manager San Francisco, CA
- tax manager San Francisco, CA
- international tax director San Francisco, CA
- sr tax manager San Francisco, CA
- tax director San Francisco, CA
- senior tax director San Francisco, CA
- state tax manager San Francisco, CA
- tax manager public accounting San Francisco, CA


