UHNW Tax Director

About PCM Encore

Help Build the Wealth Management Firm of the Future.

What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore.

PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service.

But we’re just getting started.

Technology Is at the Center of Everything We Do

We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity.

Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice.

Built by Entrepreneurs, Not Career Bankers

PCM Encore was founded by Mike Paulus , former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management.

An Institutional-Quality Platform Without the Bureaucracy

Through our strategic relationship with Morgan Stanley and Graystone Consulting , led by Mark Curtis , our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm.

Build Equity, Not Just a Career

At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation.

Why Join Now?

• We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months.
• We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works.
• Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions.
• We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one.

Location

• Ideal geographies for where this candidate will reside include New York, NY, Denver, CO , or Bay Area (NorCal). (Relocation support available for strong candidates)

The Opportunity

We’re hiring a UHNW Tax Director to join PCM Tax, LL C, our in‑house practice supporting our wealth and private investment teams. This role serves ultra‑high‑net‑worth individuals and families, typically with total net worths between $50M - $100M+, occasionally in the billions .

This is a hands‑on, client‑facing role owning complex UHNW financials end‑to‑end — including multi‑entity structures, tax strategy and compliance, and work across trusts, partnerships, and investment vehicles. This individual will help build out our in‑house UHNW Tax platform as we bring select relationships fully in‑house.

We’re looking for someone who lives and breathes UHNW tax — a career tax professional with deep exposure to complex individual clients who prefers to stay on the tax/advisory side. Ideal candidates are at (or near) Senior Tax Manager level with strong technical judgment, discretion, and ownership.

Requirements

• Lead client onboarding and relationship management for high- and ultra-high-net-worth clients, ensuring a seamless, high-quality experience and alignment with overall wealth strategies.
• Drive advanced tax planning and advisory initiatives, partnering with leadership to design, implement, and communicate sophisticated, tax-optimized strategies.
• Oversee end-to-end tax compliance operations, including review and filing of complex individual, trust, entity, and estate returns, ensuring accuracy, timeliness, and regulatory adherence.
• Serve as a senior tax advisor and cross-functional partner, collaborating with wealth advisors, investment teams, and external professionals to integrate tax strategy into holistic planning.
• Lead tax function operations and team development, including mentoring staff, managing capacity, and implementing scalable processes, best practices, and technology solutions.
• Manage ongoing client engagements and deliverables, proactively identifying opportunities and risks, participating in client discussions, and ensuring execution excellence across all tax-related services.
• Demonstrated ability to build trusted relationships with UHNW individuals and families, acting as the lead tax advisor and central point of contact responsible for driving communication, anticipating client needs, and ensuring flawless execution across all tax-related matters.

Qualifications

• Bachelor's degree in Accounting, Taxation, or related fi eld (Master's in Taxation, JD, or LL.M. pref erred).
• CPA or EA required.
• 8–15 years of experience in public accounting, family office, or wealth management tax advisory and compliance.
• Strong expertise in HNW/UHNW taxation, trusts, estates, and pass-through entities.
• Demonstrated leadership and team management experience.
• Strong client-facing and communication skills.
• Ideally someone who is currently in a Senior Manager or recently promoted Director-level position in a Public Accounting or Family Office environment.