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
- ...seeks experienced Trusts & Estates attorneys for its client's expanding... ...client practice. This is a hybrid opportunity, ideal for those... ...to engage in sophisticated planning and litigation work,... ...skills, and experience with high-net-worth individuals. The firm offers...High net worthPrivate practice
$80.75k - $95k
...lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed... ...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 range...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Employment is looking for a Senior Tax Manager in San Francisco to... ...advisory services to ultra-high-net-worth individuals. With a focus on client relationships and tax planning, this role requires 7+ years... ...offered, along with a hybrid work model requiring 3 days onsite...High net worth
$95.5k - $195.4k
...DNA across our audit, tax, and consulting groups... ...entities, and investment and estate planning vehicles. Our... ...Technical Expertise: Deliver high-level tax consulting,... ...affecting ultra-high-net-worth clients. Engagement... ...and mentorship. Hybrid Work Environment This...High net worthWork at officeLocal areaRemote workWorldwide- 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$120k - $230k
...our sophisticated and growing tax practice. We are seeking Tax... ...years of experience with ultra-high net worth individuals, complex private... ...reviewing complex returns, planning, projection and compliance projects... ...for wealth preservation, estate planning, charitable...High net worth$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- ...specializing in serving high-net-worth individuals and their... ...depth in the real estate industry. This is a fully... ...the Encino office, hybrid schedule is preferred.... ...substantially more than tax compliance. Our professionals... ...the year on tax planning, consulting projects,...High net worthFull timeWork at officeLocal areaRemote workFlexible hours
$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- ...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
$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$150k - $300k
100% Remote Senior Tax Manager / 300k / CPA Salary... ..., accounting, and tax planning and compliance services... ...seeking an experienced and highly motivated Tax Manager... ...in tax review, estate planning, and business... ...critical in serving high net worth individuals, S Corps, private...High net worthRemote jobPermanent employmentFlexible 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
$136k - $165k
...within our firm. Offering a high touch approach, we have... ...serving high net‑worth individuals, their families... ...people with complicated tax and financial structures... ...in all aspects of estate, income, gift, and trust... ...retirement, and life insurance planning. A Tax Experienced...High net worthPrivate practiceWork at office$112k - $150k
...within our firm. Offering a high‑touch approach, we have... ...serving high net‑worth individuals, their families... ...people with complicated tax and financial structures... ...in all aspects of estate, income, gift, and trust... ...retirement, and life insurance planning. Job Summary A Tax...High net worthPrivate practiceWork at office- San Francisco | Hybrid/Flexible by Location Our client... ...experienced Trusts & Estates attorneys to join its... ...want sophisticated planning and litigation work ,... ...& Estates - Planning High-net-worth estate planning Drafting... ...generation-skipping tax planning Advising individuals...High net worthPrivate practiceWork at officeFlexible 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- ...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
- ...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
- Mercer Advisors is seeking a Tax Manager in San Francisco, CA to lead client relationships and deliver tax compliance services. This... ...experience and expertise in individual and entity tax preparation. In a hybrid environment, responsibilities include preparing tax returns,...High net worth
- 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
- ...globally-they provide comprehensive tax, financial and consulting... ...; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all... ...Managing one or two NPO audits, planning and supervising audit field work...High net worthFull timeWork at officeWorldwide
- ...seeking a Business Development Director to drive growth across their Tax, Assurance, and Advisory practices... ...and building relationships with high-net-worth clients and family enterprises.... ...strong understanding of tax and estate planning. This role offers significant opportunities...High net worthRemote job
- ...Exempt Remote Options/Office Hours Hybrid or Fully In-Office... ...Paralegal Summary The Senior Trusts & Estates Paralegal must have at least... ...Estates including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is...High net worthHourly payRemote work
$106.25k - $125k
...model - which integrates financial planning, investment management, tax and estate planning, insurance, and more -... ...specifically formed to serve ultra-high-net-worth families ($50M+), who face a... ...client’s needs. Working Conditions Hybrid schedule with a combination of remote...High net worthTemporary workWork at officeLocal areaRemote workMonday to Friday- ...equity compensation and tax strategy to investment... ...and generational planning, and partner with our... ...advisor for a book of high-net-worth client relationships.... ...investments, tax, equity comp, estate, and insurance.... ...and more 2-3 days/week hybrid Learn more about us and...High net worth2 days per week3 days per week
$106.25k - $125k
Tax Manager - Hybrid - (San Francisco, CA) Job Summary: We are looking for a Tax Manager to join... ...provide tax compliance services to our high-net-worth clients. We do not do audits or... ...Indemnity Insurance Three Cigna medical plans, including two High Deductible Health...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday$120k - $150k
...Overview The Senior Trusts & Estates Paralegal role requires at... ..., including complex and high net worth estate planning, trust administration and probate... .... The position may involve tax-related work (Form 706 and... ...options/office hours: Hybrid or Fully In-Office Classification...High net worthHourly payFull timeRemote work
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