Tax Director - Hybrid

Job Description

Job Description

Tax Director - Hybrid

Tax Director

Location: Mountain View, CA or Austin, TX (Hybrid / Partial Remote Work Availability)

Position Type: Full-Time, Permanent

Compensation: $190,000 - $220,000 Base + Individual & Team Bonuses

 

The Role

We are seeking a Director of Tax to serve as the senior-most tax practice leader in our firm. In this high-impact role, you will oversee a team of highly skilled professionals across all tax functions, reporting directly to the firm Partners. We provide an integrated suite of financial advisory, tax, and reporting insights to ultra-affluent individuals and families, particularly highly entrepreneurial and tech-savvy wealth owners. You will be responsible for developing tax-efficient strategies, managing premier client relationships, and ensuring the seamless integration of our multi-disciplinary services.

 

Key Responsibilities

• Practice Leadership & Profitability: Lead the tax compliance management process, direct workflows, develop engagement budgets, and oversee quarterly billing and annual client retainers to ensure practice profitability.

• Sophisticated Tax Strategy: Work closely with the partner group to provide advanced tax planning, complex entity structuring, and multifaceted solutions for ultra-high-net-worth individuals, partnerships, trusts, and non-profits.

• Cross-Discipline Integration: Collaborate with firm leadership to intelligently integrate tax strategies with our other core family office services, including estate planning, philanthropy, risk management, insurance, and EMFR.

• Controversy & Audit Management: Serve as the chief point of contact for managing tax audits and handling complex inquiries from federal, state, and local tax authorities.

• Talent & Culture Development: Train, motivate, mentor, and develop the firm's tax professionals while actively participating in senior-level recruiting efforts to build a strong leadership pipeline.

 

Requirements

• Experience: 15+ years of full-time tax compliance and consulting experience specifically tailored to ultra-affluent individuals/families, complex partnerships, trusts, and not-for-profit entities.

• Credentials: Active CPA license or Enrolled Agent (EA) designation required.

• Education: Bachelor's degree in Accounting; Master's in Taxation is highly preferred.

• Technical Expertise: Proven experience handling multi-state filing, foreign income reporting, gift/estate tax matters, and complex capital transactions including equity compensation (stock options, restricted stock, and 10b5-1 plans).

• Software Proficiency: High proficiency in advanced tax technologies such as CCH Axcess Tax, BNA Income Tax Planner, Checkpoint RIA, and advanced MS Excel.

• Leadership Traits: Adept emotional intelligence, excellent analytical problem-solving abilities, and a strong desire to serve, lead, and grow within a premier family office environment.

 

Why Join Us?

We are an employer of choice dedicated to supporting a sophisticated, entrepreneurial workspace that matches high-level technical challenge with clear internal equity and operational excellence.

• Comprehensive Wellness: Premium health, dental, vision, and additional tailored wellness plans.

• Financial & Retirement Security: Competitively structured base salary, performance incentives, and a 401(k) plan with company-matching contributions.

• Modern Flexibility: A progressive hybrid work environment supporting balance between our Mountain View or Austin hubs and remote flexibility.

 

Apply Today: Please submit your resume to take the next step toward executive leadership with our premier family office team.

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.