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 Stonepath
$120k - $175k
...Tax Manager | Hybrid Remote| Join a well-established and growing Bay Area firm! This... ...closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full... ...Competitive salaries ~401(K) Plan ~ Profit Sharing Plan ~4 Weeks...High net worthLocal areaRemote work- ...compliance and consulting services to high-net-worth individuals, multi-generational affluent... ..., partnership, S-corp, trust, estate, gift, and state tax returns Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal...High net worth
$125k - $150k
...Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $... ...00 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California... ...looking for an experienced Tax Manager to join the... ...returnsProvide year-round tax planning, projections, and strategic guidanceParticipate...High net worthRemote work- ...Advisors is seeking an exceptional Estate Planning Partner - Regis to serve as... ...strategic advisor for ultra-high net worth families. You will lead... ...often exceeding $25M. This hybrid role prefers candidates in San... ...trusts, and related tax strategies, while mentoring...High net worth
- ...provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full... ...~ Competitive salaries ~401(K) Plan ~ Profit Sharing Plan ~4 Weeks... ...are currently seeking experienced Tax Managers with significant expertise...High net worthLocal area
$201.81k - $382.6k
...High Net Worth Tax Managing DirectorAre you looking to join an entrepreneurial... ...High Net Worth Tax Managing Director! Our private wealth practice... ...and family offices, estates and trusts in managing, preserving... ...and gift tax, succession planning, valuation and international...High net worthPrivate practice- ...Jobtailor in San Francisco seeks an experienced tax planning and consulting leader to serve high-net-worth individuals, multi-generational families, and their investment entities. You will oversee complex return reviews and lead multiple engagements focused on proactive...High net worth
$95k - $160k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...aspects of tax engagements, from planning to completion, to include supervision... ...and review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy...High net worthFull timeLocal area$135k - $230k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...aspects of tax engagements, from planning to completion, to include supervision... ...: Leading the review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring...High net worthFull timeLocal area$150k - $190k
...ideal candidate will have established client relationships with high-net-worth individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role offers true hybrid flexibility, with sustainable billing expectations and a...High net worthPrivate practice- ...seeking an experienced associate in trust and estate planning to join the national Private Client... ...and administration, with a focus on high-level client service. The position is open... ...discretionary bonus, comprehensive benefits, and a hybrid work arrangement. A strong academic...
- Krohn, Watters & Hicks, LLP in San Francisco, CA seeks a Senior Tax Accountant for a full-time hybrid role. You will handle tax compliance and preparation for closely-held businesses and high-net-worth individuals, with client consulting on tax issues and financial transactions...High net worthFull timeWork from homeFlexible 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- ...border capabilities and experience with high-net-worth matters to serve a distinguished... ...base. The opportunity offers true hybrid flexibility (3 days in-office per... ...jurisdictions and offices for sophisticated estates, trusts, and wealth planning work. #J-18808-Ljbffr The Los...High net worthPrivate practiceWork at office3 days per week
$300k
...track Type: Full Time / Hybrid (2 to 3 days in... ...are partnered with a highly respected advisory and... ...firm that is hiring a Tax Director for its San Francisco... ...approach to tax and estate planning. Their fully integrated... ...services support high-net-worth individuals,...High net worthFull timeWork at office$150k - $190k
...and private capital needs of high-net-worth individuals and families. With... ...cannot match. Practice Overview Estate planning, wills, and succession Wealth structuring, tax and estate planning Family and... .... The Opportunity True hybrid flexibility : 3 days per week...High net worthPart timePrivate practiceWork at officeWorldwide3 days per week$180k - $220k
...PCS Tax DirectorBPM – where caring and community... .... As a Tax Director within PCS, you will... ...Director leads tax planning and compliance services for high-net-worth individuals, families... ...issues, including estate, gift, and trust taxation... ...will follow a hybrid work model, with 2–...High net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week- ...Trusts & Estates Attorney Opportunity San Francisco | Hybrid/Flexible by Location Our client is... ...who want sophisticated planning and litigation work, strong... ...– Planning High-net-worth estate planning Drafting... ...generation-skipping tax planning Advising individuals...High net worthPrivate practiceWork at officeFlexible hours
- ...Trusts & Estates Attorney OpportunitySan Francisco | Hybrid/Flexible by LocationOur client... ...want sophisticated planning and litigation work... ...– PlanningHigh-net-worth estate planningDrafting... ...-skipping tax planningAdvising individuals... ...working with high-net-worth individuals...High net worthPrivate practiceWork at officeFlexible hours
- ...remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff....High net worthRemote job
- We’re seeking a Tax Director to lead and grow the Bay Area... ...service. This is a high-impact leadership role... ...family offices, and high-net-worth individuals Serve as... ..., transactions, and planning opportunities Collaborate... ...client-facing and hybrid work arrangements. Interested...High net worthLocal area
$90k - $105k
...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 areaWork from homeHome officeMonday to FridayFlexible hours$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$106.25k - $125k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...specifically formed to serve ultra-high-net-worth families ($50M+), who face a... ...client’s needs.Working Conditions: Hybrid schedule with a combination of...High net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$215k - $390k
...in the U.S. State and Local Tax (SALT) Practice of our Sacramento... ...attorneys provide tax planning and advice to clients, including... ...private individuals, including high net worth individuals. Given our team’s... ...; fund formation; real estate investment/financing; finance...High net worthFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours$85k - $121k
...AreaTax - Flowthrough Tax /Full-time /... ...role in delivering high-quality tax compliance... ...research, and support planning initiatives for a... ...businesses to high-net-worth individuals. You will... ...to follow a hybrid schedule.What you get... ...clients in the Real-Estate, Crypto Currency, Venture...High net worthFull timeSummer workWork at officeLocal areaRemote workFlexible hours- ...EisnerAmper is seeking a Tax Manager in our... ...including real estate private equity funds... ...opportunity to join a high-performing, high-... ...finish, including planning, executing, directing... ...fulfilling way. A hybrid between a general... ..., as well as high net worth individuals, family...High net worthFull timeLocal areaRemote work
- ...holistic wealth management services to ultra-high-net-worth clients. This role demands robust industry experience... ...client portfolios, leading financial planning, and driving business development. This position supports hybrid working conditions with a blend of on-site and...High net worthFull timeRemote work
$201.81k - $382.6k
## High Net Worth Tax Managing DirectorApplylocations: USA CA San Francisco... ...High Net Worth Tax Managing Director**! Our private wealth practice... ...and family offices, estates and trusts in managing, preserving... ...estate and gift tax, succession planning, valuation and international...High net worthPrivate practiceLocal areaWorldwide- BCG Attorney Search is looking for a highly skilled Trusts and Estates Associate to join their team in San Francisco... ...-level role involves advising high-net-worth clients on wealth transfer strategies and complex estate planning. The ideal candidate will possess a Juris...High net worth
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