Lead Tax Director for Ultra-High Net Worth & Family Offices
Jobtailor
Jobtailor is seeking a senior tax advisor to lead engagements for ultra-high net worth clients and their privately held businesses. You will deliver integrated tax planning across income, estate and gift taxes and oversee engagement teams with direct client contact. The role emphasizes technical mastery in individual, trust, estate and gift taxes, plus knowledge of corporate and partnership taxes, with a track record of developing client relationships and business opportunities. #J-18808-Ljbffr Jobtailor
- Responsibilities Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises, including family offices, trusts, privately held businesses and investment vehicles Provide comprehensive tax advice and solutions...High net worth
- Jobtailor is seeking an accomplished advisor to guide ultra-high-net-worth families on formulating and evolving private family office structures, governance, and operating models. You will lead discussions, optimize staffing and compensation design, and represent the firm...High net worthWork at office
- Advise families on the creation, evolution, and optimization of single-family office structures Assess client needs and develop recommendations... ...of experience advising ultra-high-net-worth families, family offices,... ...of key regulatory and tax issues that impact family...High net worthWork at office
- Beyer & Kelley LLC is seeking a Finance Manager for a high-net-worth family office. You will oversee treasury, budgeting, cash flow, and financial reporting, coordinating with external advisors to optimize wealth management and investment activity. Key responsibilities...High net worthWork at office
- ...United States is seeking a senior tax professional to deliver high‑level consulting, compliance, and... ..., and trust matters affecting ultra‑high‑net‑worth clients. You will manage multiple... ...in public accounting, law, or a family office, with demonstrated expertise in estate...High net worthWork at office
- ...established CPA firm in Los Angeles is seeking an experienced Senior Tax Director to lead a team of tax preparers and manage client communications.... ...license, and strong leadership skills. The role requires in-office presence with no remote work options. #J-18808-Ljbffr Gerber...Work at officeRemote work
- Tax Director - Private Client Services page is loaded##... ...in a number of our offices. We are seeking... ...services* Ability to lead and manage engagements... ...engagement economics* Highly proactive approach... ...companies, as well as high net worth individuals, family offices, not-for-...High net worthWork experience placementPrivate practiceLocal area
- Responsibilities Deliver high‑level tax consulting, compliance, and controversy support... ..., gift, and trust matters affecting ultra‑high‑net‑worth clients. Manage multiple projects in... ...years in public accounting, law, or a family office environment. Demonstrated expertise...High net worthWork at office
$26 - $28 per hour
FullTime In Office - La Jolla, La Jolla, CA, US 4 days ago Requisition ID: 1112 Salary Range: $26.00 To $... ...experience) About Plumb Plumb provides bill pay and family office accounting services to high-net-worth and ultra-high-net-worth families, family offices, and...High net worthHourly payPermanent employmentFull timeWork at officeMonday to Friday$200k
...leader capable of converting high-expectation families into committed advocates... ...Operating primarily from an office or depending solely on email correspondence Director Of Family Engagement Key Responsibilities... ...relationships with ultra‑high‑net‑worth or similarly discerning...High net worthFull timeWork at officeLocal areaImmediate startRemote workRelocationRelocation packageWeekend workAfternoon shiftEarly shift- Accountant - Family Office at Oliver James A leading investment management firm in Los Angeles seeks an Accountant to support its Family Office function... ...packages for distribution to principals Work with external tax accountants to review and file annual federal, state and...Full timeWork at office
- A leading investment management firm is seeking an Accountant for its Family Office in Los Angeles. The role involves recording transactions, preparing financial reports, and analyzing investments in real estate and private equity. Candidates should have around 2 years...Work at office
- Harris Ginsberg LLP is a prominent family law firm located in Los Angeles, recognized for... ...and legal matters. The firm serves high‑net‑worth individuals and other clients, providing... ...expertise, including scheduling, filing, and office organization. Strong attention to...High net worthFull timeWork at office
$120k - $150k
The Tax Manager supports a high‑net‑worth client base by preparing, reviewing, and delivering individual, trust... ...hours during tax season Hybrid or office‑based setup; must be able to work in... ...match, and additional wellness and family‑support programs #J-18808-Ljbffr Oxford...High net worthWork at office- Baker Tilly is seeking an experienced tax professional to provide compliance and consulting services to high-net-worth individuals, family offices, and private entities. You will review complex returns, lead multiple engagements, and advise on succession planning while...High net worth
- Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or... ...partnership, S-corp, trust, estate, gift and state tax returns. Lead multiple engagements that deliver...High net worthLocal area
$84.5k - $135k
...Private Client Senior Placement Lead is a senior‑level role within... ...and placement of complex and high‑value new business submissions... ...setting. Deep knowledge of high‑net‑worth carriers (e.g., Chubb, PURE,... ...systems and Microsoft Office Suite. Highly organized, detail...High net worthFull timeWork at office$10k
Position Overview: Major Gifts Officer Under the direction of the Director of Operations &... ...Major Gifts Officer will lead United Way of Santa Barbara... ...with private and family foundations, individual... ...foundation and individual High Net Worth donors. In collaboration...High net worth$10k
...your work will empower individuals and families seeking refuge to rebuild their lives with... ...us! About the Role The Major Gifts Officer (MGO) is a key member of the Development... ...Development, the MGO will manage a portfolio of high-net-worth prospects, develop tailored strategies...High net worthFull timeRemote workFlexible hours- ...design for Claims Advocacy. Lead multiple Claims Advocacy teams... ...issues protecting key clients and Family Offices and retaining relationships.... ...in resolving complex and/or high-value losses while keeping... ...preferably with an affluent and high-net-worth broker or carrier. Knowledge...High net worthContract workWork at officeLocal areaWork from homeFlexible hours
- ...Berenji Divorce & Family Law Group is seeking an experienced Family Law Paralegal for a full-time position. The role supports attorneys... ...hybrid or fully remote work options, focusing on complex, high-net-worth divorce matters and related family law issues. Paralegal certification...High net worthFull timeRemote work
$130k - $160k
A humanitarian organization is seeking a Major Gifts Officer to manage donor relationships and drive fundraising efforts. Responsibilities include cultivating a portfolio of high-net-worth prospects, developing tailored engagement strategies, and collaborating with leadership...High net worthRemote jobFull time$400k
...exceptionally well: engaging the families who have the greatest... ...arise. You will lead the parent-facing... ...: prospective ultra-high-net-worth families who commit,... ...partnerships with family offices, exclusive clubs, and... ...operations (regional director, network superintendent...High net worthFull timeWork at officeLocal areaImmediate startRemote workAfternoon shift$400k
...attracting and converting the families that matter,... ...conversations arise. You will lead the parent engagement... ...prospective ultra-high-net-worth families, retaining... ...alliances with family offices, private membership organizations... ...or sites (regional director, network...High net worthFull timeWork at officeLocal areaImmediate startRemote workAfternoon shift$82k - $125k
...seeking a Senior Tax Staff... ...potentially working in-office for 3+ days... ...may include net worth statements,... ...role is highly preferred Familiarity... ...is a leading full-service... ...40 Managing Directors and more than... ...well as multi-family office services for ultra-high-net-worth...High net worthWork at officeLocal area3 days per week- Berenji Divorce & Family Law Group specializes in complex, high net worth divorce cases, consistently achieving multi-million dollar settlements. The firm also has extensive experience in various areas of family law, including spousal support, pre and post-nuptial agreements...High net worthFull timeRemote work
$95k - $160k
## Founders & Tech Tax SupervisorApplyremote type: Hybridlocations... ..., NJ or Whippany, NJ offices.** You'll work alongside an integrated... ...position, you will take a lead role on all aspects of tax... ...preparation and review of complex high-net-worth individual, fiduciary, gift...High net worthLocal area$5,266 - $6,591 per month
...mental and physical), exercising the right to family care and medical leave, gender, gender... ...0-653-4546-177 Working Title: Accounting Officer, Specialist Classification: ACCOUNTING... ...Insurance (DI) programs. The incumbent performs lead activities for subordinate staff by...Permanent employmentFull timeRemote workMonday to FridayFlexible hoursShift work$99k - $266k
...advisory needs such as audit, tax compliance, and planning to... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...private business owners and family enterprises manage their... ...ethics and business conduct. We lead the way as tax advisors dedicated...High net worthFull timeH1bRemote work- ...goals. EisnerAmper is seeking a Tax Senior Associate to join our Private... ...Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they... ...net worth individuals, family offices, not-for-profit organizations, and...High net worthTemporary workPrivate practiceLocal area
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