Lead Tax Partner for UHNW Families
Mercer-Advisors
Mercer Advisors seeks an exceptional Tax Partner for Regis to lead tax engagements for ultra-high net worth families. You will serve as the lead advisor, develop integrated tax strategies, and oversee a team of tax professionals within a rigorous, fiduciary, RIA framework. This hybrid role requires extensive tax expertise across individual, fiduciary, and estate planning, with strong client-management and collaboration with wealth advisors to deliver comprehensive family office services. #J-18808-Ljbffr Mercer-Advisors
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Lead Tax Partner for UHNW Families in San Francisco, CA vacancy
- Mercer Advisors seeks an accomplished Tax Partner for Regis, leading tax advisory services for ultra‑high net worth families. You will drive sophisticated planning across investments, estate strategy, and succession, coordinating with wealth advisors to integrate tax with...Tax
- RSM, a leading professional services firm, seeks a Federal Tax Partner for Family Office or UHNW clients in San Francisco. You will lead client service, growth, and leadership across the tax line, guiding teams and delivering high‑quality tax solutions. Requirements include...TaxWork at office
- ...exceptional Estate Planning Partner - Regis to serve as a primary... ...matter expert for our Regis families. You will lead engagements with senior wealth advisors and manage UHNW clients with sophisticated estate... ...across investments, tax, and estate strategies to deliver...TaxWork at office
- Mercer Advisors is seeking an exceptional Tax Partner for Regis to serve as lead tax advisor and subject-matter expert for ultra-high-net-worth families. You will oversee tax outcomes, coordinate with senior wealth advisors, and drive sophisticated planning and compliance...Tax
$250k - $400k
...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...exceptional Estate Planning Partner - Regis to serve as a... ...families. You will lead engagements alongside senior... ..., and gravitas that UHNW families expect from...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$250k - $400k
...Advisors has been helping families amplify and simplify their... ...management, business management, tax, estate, insurance, and... ...an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist, and... ...judgment, and gravitas that UHNW families expect from their...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
San Francisco, CA20 days ago- We are the leading provider of professional services to the middle market... ...’s nowhere like RSM.Affluent families and their family offices face... ...practice serves as a trusted partner, supporting families through... ...human resources, operations, tax, technology, risk and philanthropy...TaxFull timeWork at officeLocal 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... ...years of public accounting experience. As a Tax Partner, you will lead tax engagements, advise clients on tax matters, and manage...TaxWork at officeFlexible hours
- ...seeking an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor for ultra-high net worth families. You will lead engagements alongside senior wealth advisors... ...plans, irrevocable trusts, and related tax strategies, while mentoring a team of...Tax
- ...seeking a leader for our Property Tax Practice. This individual will... ...with local tax authorities, lead tax appeals, and ensure... ...0 employees and more than 450 partners across the world. We combine responsiveness... ...high net worth individuals, family offices, not-for-profit...TaxFull timeLocal area
- ...Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office... ...backseat—you’re driving strategy on tax planning, financial planning,... ...mindset. Key Responsibilities Lead execution for Family Office...TaxWork at office
$75k - $125k
...decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to... ...our people, our clients and customers, and leading-edge technology, data, and design.Private... ...as consolidated investment review, income tax preparation and planning, estate planning...TaxFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office- RSM US LLP is hiring a Tax Partner to lead client service, growth, and leadership within the Tax line of business in a complex, global firm. You will oversee teams delivering high-quality tax solutions, deepen client relationships, and contribute to strategic growth across...Tax
$220k
...HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of San Francisco's most established... ...at this level six years ago made partner. The firm is selective about who... ...with high-net-worth individuals and families ($20M to $1B+) across the full complexity...TaxFaycroft Search
San Francisco, CA22 hours ago- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving...TaxWork at office
- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...TaxWork at office
- ...is seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will... ...focuses on comprehensive financial planning, investment and tax services for ultra-high-net-worth families, with emphasis on accuracy...TaxApprenticeshipWork at office
- ...Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of... ...Expect to build enduring client relationships, coordinate across tax, estate, and investment services, and collaborate with in-house...Tax
- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial... ...relationships, preparing financial statements, and developing tax strategies. The ideal candidate will have a Bachelor's degree in...TaxWork at office
- RSM US LLP is seeking a Tax Partner to lead its Corporate Tax practice in San Francisco. In this role, you will support multinational clients with tax strategy, compliance, and consulting, ensuring alignment with their business objectives. The ideal candidate will possess...TaxFlexible hours
$300k
...Bankruptcy and Restructuring Services Partner. The partner will source and lead complex advisory engagements and... ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with... ...well as high net worth individuals, family offices, not-for-profit...TaxFull timeLocal area- ...autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS)... ...solutions to high net worth individuals, family offices, and closely held businesses and... .... This role offers the opportunity to lead complex client relationships, advise on sophisticated...TaxFull timePrivate practiceLocal area
- A leading financial services firm in San Francisco is looking for a Lead Tax Partner specializing in Asset Management. This role offers an exceptional opportunity to manage a significant tax compliance portfolio and drive high-value advisory discussions. You will work...Tax
- Jobot is seeking an experienced SALT Tax Partner to join a top 100 public accounting firm focusing on state and local taxes. This senior role offers an annual bonus, salary raises, and opportunities to work with a diverse clientele. Qualified candidates have 10-15 years...TaxLocal area
- Baker Tilly is seeking a Federal Tax Partner to lead the National Private Equity Tax Practice. You will deliver federal tax advisory and compliance services to private equity and real estate clients, working with firm leadership and staff to grow the business and mentor...TaxPrivate practice
- RES Consultant Group seeks a Senior Tax Accountant in San Francisco, CA to join a CPA firm with global reach. The role emphasizes handling... ...of tax engagements, mentoring juniors, and aligning with firm partners’ growth plans. The candidate should have CPA firm experience, 5+...Tax
- Baker Tilly US is seeking a Federal Tax Partner in California, responsible for advising private equity clients and leading a team. The role involves substantial client interaction, tax planning, and mentoring associates. The ideal candidate will have 15+ years of experience...Tax
$167k
...About the roleWe are looking for a Lead Employee Relations Partner to serve as the primary advisor and escalation point for complex employee relations... ...paid parental leave for non-birthing parentsðª Access to family planning reimbursementð A challenging and fulfilling...Full timeWork at officeLocal areaRemote work$322k - $376k
...modeling, business strategy, accounting, taxes and financial strategy. The ideal candidate... ...feedback and improve reporting Partner cross‑functionally across the portfolio,... ...orientation, gender identity, age, marital or family status, disability, Veteran status, and...TaxWork at office2 days per week3 days per weekVC Stack
San Francisco, CA3 days ago- Job DescriptionRPM Partners () is seeking a Managing Director with deep... ...You Will be Responsible For: Lead complex restructuring,... ...one of the largest accounting, tax, and business advisory firms,... ...as high-net-worth individuals, family offices, nonprofit organizations...TaxFull timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Tax Partner for UHNW Families. Be the first to apply!
Related searches
- family partner San Francisco, CA
- partner operations manager San Francisco, CA
- venture partner San Francisco, CA
- senior partner marketing manager San Francisco, CA
- marketing partner San Francisco, CA
- partner sales San Francisco, CA
- care partner San Francisco, CA
- partner engineer San Francisco, CA
- partner marketing manager San Francisco, CA
- partner channel marketing manager San Francisco, CA