UHNW Tax Partner & Lead Advisor (Regis Family Office)
Mercer Advisors
Mercer Advisors is seeking an exceptional Tax Partner - Regis to serve as the lead tax advisor, strategist, and subject matter expert for our Regis families. You will lead engagements alongside senior wealth advisors, with direct accountability for tax outcomes and experience of our most complex clients. This hybrid role in California-based markets requires deep UHNW tax expertise, strong leadership, cross-border planning, and the ability to collaborate across wealth planning, investments, and #J-18808-Ljbffr Mercer Advisors
- Mercer Advisors is seeking an exceptional Tax Partner - Regis to lead the tax advisory practice for ultra‑high net worth families. You will drive complex tax strategies, oversee engagements, and collaborate with senior wealth advisors to deliver integrated wealth management...Tax
$212.5k - $250k
...Work at Mercer Advisors? For more... ...been helping families amplify and simplify... ...management, tax, estate,... ...family office offering. We... ...clients. Regis is Mercer Advisors... ...Estate Planning Partner - Regis to... ...families. You will lead engagements... ...that UHNW families expect...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours$255k - $300k
...Work at Mercer Advisors? For more... ...been helping families amplify and simplify... ...management, tax, estate,... ...integrated family office offering. We bring... ...clients. Regis is Mercer... ...exceptional Managing Partner, Estate Planning - Regis to lead and grow our UHNW-focused estate...Work at officeTaxFull timeTemporary workLocal areaHome officeMonday to FridayFlexible hours- ...Fargo is seeking a Vice President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio of... ...primary point of contact for general partners and internal teams.Monitor... ...-site in accordance with current office requirementsAbility to work additional...Work at officeTaxFull timeWork experience placement
$85k - $150k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...has been helping families amplify and simplify their... ..., business management, tax, estate, insurance, and... ...Technology (Microsoft Office, Box, Custodian Sites,... ...more junior employees; leads planners in the production...Work at officeTaxTemporary workLocal areaMonday to FridayFlexible hours- BCG Attorney Search seeks an Estate and Tax Planning Associate in Newport Beach, CA, to... ...to high-net-worth individuals and family offices. The role focuses on advising on estate and... ...trust tools and close collaboration with UHNW clients. JD required; California licensure...Tax
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...goals like opening an office, joining a... ...benefits at every stage of family planning Qualifications... ...Financial Advisors are valued partners and proud business... ...contractors for income tax purposes, and a statutory...Work at officeTaxFull timeContract workFor contractors- ...worth individuals and families to enjoy a full life,... ...team of wealth advisors has knowledge and access... ...and brand presence. Partner with internal marketing... ...-added insights Lead client meetings, managing... ...transfer, family office services and tax optimization Through...Work at officeTaxPermanent employmentTemporary workFlexible hours
- ...wealth for more than 1,000 families and serves clients... ...9 states. The firm has offices in Newport Beach, CA; San... ..., retirement planning, tax planning, estate... ...Fidelity Investments' Wealth Advisor Solutions network. This... ...plans using NaviPlan. Lead financial planning work...Work at officeTaxFull time
- The Picerne Group is seeking a Director of Family Office Accounting in Newport Beach, CA. This role manages the CEO’s private accounting functions... ..., and cash management. Responsibilities include budgeting, tax workpapers, lender reporting, and internal controls. Requires a...Work at officeTax
- The Picerne Group in Newport Beach, CA is seeking a Family Office Accountant to manage full-cycle accounting and cash flow for the CEO’s family... ..., and collaboration with the Finance team and external tax accountants. Responsibilities include monthly reconciliations,...Work at officeTax
$76.5k - $90k
...the foundation of Mercer Advisors. We believe that... ...Orion or Morningstar, tax planning with Holistiplan... ...analysis tools in excel. Partner with advisor teams to deliver... ...other groups within Family Wealth Services and... ...may be in a professional office environment or a dedicated...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours- Corient is a leading global ultra‑high‑net‑worth wealth manager... ...a results‑driven Wealth Advisor to join our growing team.... ...visibility and brand presence. Partner with internal marketing,... ..., wealth transfer, family office services and tax optimization. Through a robust...Work at officeTaxPermanent employmentTemporary workFlexible hours
- ...capitalized sponsors cannot. The Director, Family Office Accounting, will oversee accounting,... ...Office. The Director will maintain current Tax & Estate Planning, manage cash... ...balances and anticipate cash sources and uses. Partner with Finance and Development to maintain...Work at officeTaxFull timeWork experience placementMonday to Friday
- Tax Partner - State and Local TaxWell established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their... ...tax regulations.The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either L...Work at officeTaxLocal areaWork from home
$80k - $140k
...controls oversight of the Middle Office function and the location.... ...leave, short term disability, and family care responsibilities; access... ...and, eligibility for certain tax advantaged savings plans.For a... ...potential. As an essential partner in our shared success, you’ll...Work at officeTaxFull timeTemporary workFlexible hours- Corient is seeking a results-driven Wealth Advisor to grow its client base and revenue by delivering holistic wealth solutions. You will build trusted client relationships, generate new business, and collaborate with specialists on planning, investments, and wealth transfer...
- Thoerner & Toma in Newport Beach, CA seeks an experienced Office Manager for our busy tax advisory firm. You will lead the administrative engine of the practice and supervise the admin team, with hands-on tax return assembly, e-filing, and client deliverables during peak...Work at officeTax
$170k - $252.5k
...Fund Accounting, Middle Office, Transfer Agency,... ...and regulatory deadlines.Lead NAV oversight activities... ...operational efficiency.Partner with technology and operations... ...term disability, and family care responsibilities;... ...for certain tax advantaged savings plans...Work at officeTaxFull timeTemporary workFlexible hours- ...collaboratively in a fast-paced environment. Proficiency in Microsoft Office Suite and CRM software. Relevant insurance licenses as required... ...day one! Life and accident insurance 401(K) and Roth options Tax‑advantaged accounts (HSA, FSA) Educational expense reimbursement...Work at officeTaxFlexible hours
- ...is responsible for: Leading the overall administration... ...inspections. Manage office supply inventory and... ...compliance, affordability, HUD, Tax Credit, tenant... ...persons of all ethnic and family backgrounds Ability... ...for our residents and partners. We also believe in...Work at officeTaxPermanent employmentTemporary workLocal areaFlexible hoursNight shiftWeekend work
- ...service branches and regional offices, as well as through digital and... ...Charitable Foundation and by partnering with organizations that promote... ..., long-term disability, pre-tax Health Savings Account with employer... ...).Building & Supporting Your Family: Banc of California partners...Work at officeTaxFull timeLocal areaImmediate startFlexible hours
- ...service branches and regional offices, as well as through digital and... ...Charitable Foundation and by partnering with organizations that promote... ..., long-term disability, pre-tax Health Savings Account with employer... ...).Building & Supporting Your Family: Banc of California partners...Work at officeTaxFull timeLocal areaImmediate startFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...options to open an office, join a sophisticated... ...benefits at every stage of family planning Qualifications... ...Advisors are valued partners and proud business... ...contractors for income tax purposes, and a statutory...Work at officeTaxFor contractors$170k - $252.5k
...experienced Client Solution Lead to drive a strategic,... ...solution and client partner for one of STT’s largest... ...not limited to Middle Office functions such as Collateral... ...term disability, and family care responsibilities;... ...for certain tax advantaged savings plans...Work at officeTaxFull timeTemporary workInterim roleFlexible hours- ...Job Description Job Description Tax Partner / Of Counsel (7+ Years) Direct Counsel is seeking a Tax Partner or Of Counsel to join a... ...gained in a law firm environment. This role offers flexibility in office location, with opportunities available in Los Angeles, Orange...Work at officeTaxFlexible hours
$90k - $110k
Financial Advisors Network, Inc. is a comprehensive Registered Investment... ...services to hundreds of local families. Since 1999, we have been... ...include: Retirement Planning, Tax Planning, Insurance Planning,... ...of-state travel Location In-office positioninTustin, CA (92780)-...Work at officeTaxFull timeLocal areaRelocation$250k
...seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate...$45k - $100k
...clients and 20,000 financial advisors across the U.S. and... ...do is our purpose: We partner for positive impact to... ...your branch team, a home-office team and other regional... .... Financial advisors lead the branch team to serve... ...k retirement plan, and tax-advantaged accounts:...Work at officeTaxTraineeshipLocal areaWork from homeHome officeFlexible hours$89.25k - $105k
...Why Work at Mercer Advisors? For more than 40 years... ...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...analysis tools in excel. Partner with advisor teams to... ...be in a professional office environment or a dedicated...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours
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