Senior UHNW Tax Leader for Family Offices
Crowe
Crowe's IronSpire Group is seeking a Senior Tax Manager with deep UHNW experience to lead complex tax engagements and advise affluent families and family offices. You will guide planning, compliance, and wealth strategies, mentor junior staff, and develop business through trusted relationships. Responsibilities include leading teams, ensuring technical excellence, and staying current on tax developments affecting UHNW clients, including cross-border matters and sophisticated wealth planning. #J-18808-Ljbffr Crowe
- 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...SeniorTaxWork at office
$170k - $200k
Senior Associate, Family Office Advisory (New York and San Francisco) About ICONIQ Capital ICONIQ Capital is a global investment firm elevated by an... .... Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients...SeniorWork at office$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across...SeniorTaxFull timeWork at officeLocal area$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing... ...market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...SeniorTaxFull timeWork at officeLocal area$77k - $202k
...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...and operating success. As a Senior Associate you analyze complex... ...- Familiarity with payer back-office technology platforms- Advanced... ...pay, vacation, personal and family sick leave, and more. To view...SeniorTaxFull timeH1b$236.56k - $414.12k
...successful individuals, families, and institutions by... ...service.DIRECTOR II, FAMILY OFFICE SOLUTIONSLeads and... ...Ultra High Net Worth (UHNW) client relationships.... ..., wealth transfer, and tax services.Develops tailored... ...organization is encouraged, senior leaders are accessible, and you...TaxFull timeTemporary workWork at officeFlexible hours- Vaco by Highspring invites applications for a Senior Tax Manager in San Francisco. The role is hybrid, requiring in-office presence 3 days per week, partnering with Finance, Legal, and external advisors to drive compliance, planning, and strategy. The ideal candidate has...SeniorTaxWork at office3 days per week
- ...homes for individuals and families who did not have one; Bringing... ...applications for a Senior Community Investment Officer (SCIO) to join our Community... ...of the Low‑Income Housing Tax Credit program, Section 8... ...in joining our team as a leader in the national supportive...SeniorTaxWork experience placementWork at officeLocal areaRemote work
- LeoForce's tax practice seeks an UHNW Senior Tax Manager (CPA required) to lead complex returns and proactive planning for ultra-high-net-worth individuals. The role demands 7+ years in public accounting and a California CPA license, with hybrid work in San Francisco or...SeniorTax
- ...Job Description Job Description Tax Director Join Us – where financial stewardship... ...trusted allies of ultra-high net worth families, we embrace a future guided by strategic... ...high-net-worth individual and family office settings. Mastery of tax law complexities...TaxWork at office
- ...’s why there’s nowhere like RSM.Affluent families around the world face increasingly complex... ...- and their corresponding family offices - often oversee complex multi-entity structures... ...accounting, finance, human resources, operations, tax, technology, risk and philanthropy. As an...TaxFull timeWork at officeLocal area
- ...strong communication and organizational skills, with responsibilities including client interactions, preparing financial reports, and tax returns. Ideal candidates will hold a Bachelor's degree and have 1-4 years of experience. This position offers a dynamic environment...TaxWork at office
- ...delivering comprehensive financial planning, investment planning and tax services with a focus on confidentiality and high-quality... ...Wealth Management team, supporting Advisor groups and private family office services in a fast‑paced environment with expert guidance and access...TaxWork at office
- ...new housing units. About the Office of the CEO Our CEO, Alexander... ...other major donors Hiring for senior roles and supporting the rest... ...life insurance for you and your family. Four weeks of PTO... ...LLC, which is not a 501(c)(3) tax-exempt organization. As such,...SeniorTaxWork at officeRemote workRelocationVisa sponsorshipFlexible hoursShift work1 day per week
- ...ultra-high net worth clients in San Francisco. This role involves comprehensive personal financial planning, investment planning, and tax services. Candidates should have 1-4 years of work experience, strong communication skills, and a knack for problem-solving in a fast...TaxWork experience placementWork at office
$124k - $280k
PwC South Africa seeks a Front Office Strategy Consulting - Marketing & Commercial Strategy Senior Manager in San Francisco, California. This role focuses on providing expert consulting on customer-centric marketing strategies, with responsibilities including leading the...Senior$75k - $125k
...high net worth clients through comprehensive personal financial planning and investment strategies. Responsibilities include preparing tax returns and facilitating client interactions. The ideal candidate has a Bachelor’s degree, strong communication skills, and an...TaxWork at office$124k - $280k
...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...across core payer functions. As a Senior Manager, you will serve as a strategic advisor... ...401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits...SeniorTaxFull timeH1b- Prepare and review federal, state, and local tax returns for individuals, partnerships, S-... ...PCS engagements, including real estate, family offices, and closely held business structures... ...flowthrough taxation Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients...SeniorTaxLocal area
$180k - $230k
UHNW Senior Tax Manager (CPA required) Job Description Experience: Mid Level Salary: $180,000 - $230,000 per year Job Details A well-established and growing tax practice is looking for Senior Tax Managers with 7+ years of experience serving ultra-high-net-worth individuals...SeniorTaxRemote work3 days per week- Mercor is looking for an experienced Executive Assistant to support senior leaders in its San Francisco office. This role requires a skilled professional to manage complex calendars, coordinate travel, and oversee client and team events. The ideal candidate will have over...SeniorWork at officeRelocation package
$85k - $270k
YOUR IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice President and Trust Relationship... ...fiduciary services platform. In this senior advisory role, you will serve as a key... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning...TaxFull timeTemporary workPart timeWork at office- Fal is seeking a Senior Tax Manager to oversee the corporate tax function, focusing on U.S. tax compliance, international tax, and indirect tax. This impactful role requires managing compliance, provisions, and strategy while partnering closely with Finance, Legal, and...SeniorTax
- ...-worth individuals and families based on needs related... ...specialty trusts, custody, tax, specialty assets,... ...discuss the needs of HNW and UHNW clients and provide... ...Wells Fargo is seeking a Senior Philanthropic Advisor..... ....*Open to additional offices that are in the Bay Area...SeniorTaxFull timeWork experience placementWork at officeRemote work
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will... ...several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer,...TaxFull timeTemporary workPart timeWork at office$180k - $230k
UHNW Senior Tax Manager (CPA required) $180,000 - $230,000 per year | San Francisco, CA | On-Site | Permanent Top 50 CPA firm Based in San Jose, CA we are a fast‑growing Public Accounting Firm dedicated to providing services not offered at most firms. We are well‑known...SeniorTaxPermanent employmentLocal areaRemote work3 days per week- EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for a diverse client base and provide up-to-date tax advisory services. You will supervise teams, collaborate with colleagues and clients, and help shape strategic tax outcomes in a balanced hybrid...SeniorTax
- ...Gamma is building the tax function for a fast-growing global SaaS business. You’ll lead end-to-end tax, reporting to the Director of Accounting, and own the calendar, compliance, and external advisors while staying hands-on with technical work. With a CPA, ASC 740 expertise...SeniorTax
$75k - $160k
...decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to... ...net worth individuals, as well as family offices, foundations and endowments, and corporations... ...consolidated investment review, income tax preparation and planning, estate planning...TaxFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$170k - $210k
...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...methodology here.Regis UHNW Team: Our Regis Group was... ....Job Summary:The Senior Wealth Advisor focuses... ...combination of remote and office work in a professional...SeniorTaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
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