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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Director, High-Net-Worth & Estate Planning (Hybrid) in San Francisco, CA vacancy
$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 workJobot
Oakland, CA2 days ago$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 workJobot
Oakland, CA13 hours ago- ...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
Jobtailor
San Francisco, CA2 days ago $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$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 practiceBaker Tilly
Daly City, CA1 day ago- ...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- 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
- ...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
$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 weekLighthouse Legal Search
San Francisco, CA1 day ago$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 weekBPM
San Francisco, CA3 days ago- ...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
Coastal Wave Recruiting
San Francisco, CA3 days ago - ...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
Coastal Wave Recruiting
San Francisco, CA1 day ago - 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 hoursMercer Advisors
San Francisco, CA4 days ago$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- ...Tilly is a leading advisory, tax and assurance firm, providing... ...areexcited about the world of real estate and have strong technical... ...in the state and local, high net worth, international, research and... ...incentives areas Overseeing tax-planning responsibilities for federal...High net worthPrivate practiceLocal areaWorldwide
Baker Tilly
San Francisco, CA19 hours ago - ...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
$180k - $230k
...UHNW Senior Tax Manager (CPA required)... ...are well‑known and highly recommended by our... ...serving ultra‑high‑net‑worth individuals in public... .... Experience with estate planning implementation... ...here Partnering with Directors and Partners on... ...Francisco or San Jose, hybrid with 3 days onsite...High net worthPermanent employmentLocal areaRemote work3 days per weekAustralia-Employment
San Francisco, CA13 hours ago$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 areaWorldwideBaker Tilly International
San Francisco, CA13 hours ago$145k - $200k
Trust & Estates Litigation Attorney | Established Bay Area Firm | Hybrid Flexibility Based in San Francisco, CA Salary: $145,000 - $200,000 per year A bit about... ...primary firm! Some of these clients include: high-net-worth individuals, Bay Area professionals, and tech executives...High net worthLocal areaFlexible hours$180k - $230k
...UHNW Senior Tax Manager (CPA required) Job Description... ...serving ultra-high-net-worth individuals in public... .... Experience with estate planning implementation through... ...here Partnering with Directors and Partners on business... ...or San Jose, hybrid with 3 days onsite per...High net worthRemote work3 days per weekLeoforce
San Francisco, CA2 days ago$125k - $175k
...lead to innovation. As an Tax Manager, you will be... ...working exclusively with Ultra High Net Worth (UHNW) individuals and... ...involves managing complex tax planning and compliance for trusts, estates, partnerships, and... ...be expected to follow a hybrid schedule. What you get: Total...High net worthPrice workFull timeSummer workWork at officeLocal areaImmediate startRemote workRelocationRelocation packageFlexible hours- ...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
DLKLawGroup PC
San Francisco, CA13 hours ago $125k - $150k
Private Client and Tax Division Today, we are the only truly... ...and private capital needs of high-net-worth individuals, families, and... ...sophisticated domestic and cross-border estate planning, trust and estate... ...private client work. This is a hybrid opportunity with the...High net worthWork at officeLocal area2 days per week- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices... ..., coach teams, and shape wealth planning strategies while staying updated... ...Group. The position operates in a hybrid model with a strong focus on mentorship...High net worthWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Director, High-Net-Worth & Estate Planning (Hybrid). Be the first to apply!
Related searches
- state tax manager San Francisco, CA
- property tax manager San Francisco, CA
- transfer pricing tax manager San Francisco, CA
- international tax director San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- tax manager public accounting San Francisco, CA
- indirect tax manager San Francisco, CA
- tax manager San Francisco, CA
- senior tax director San Francisco, CA
- remote tax manager San Francisco, CA