Lead Tax Partner - Hybrid UHNW Family Office Advisory
Mercer-Advisors
Mercer Advisors seeks an exceptional Tax Partner for Regis to act as the lead tax advisor and expert for our Regis UHNW families. You will guide engagements with senior wealth advisors, owning tax outcomes and experiences for complex client needs within a fully integrated family office framework. This hybrid role is based in California, with preference for candidates in San Francisco, Los Angeles, or Orange County. #J-18808-Ljbffr Mercer-Advisors
- ...is seeking an exceptional Tax Partner - Regis to serve as the lead tax advisor, strategist, and... ...expert for our Regis families. You will lead engagements... ...most complex clients. This hybrid role in California-based markets requires deep UHNW tax expertise, strong leadership...Work at officeTax
$212.5k - $250k
...been helping families amplify and simplify... ...management, tax, estate,... ...family office offering. We... ...exceptional Tax Partner - Regis - to serve as the lead tax advisor,... ...gravitas that UHNW families expect... ..., integrated advisory environment within... ...: This is a hybrid role with a...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours- ...Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary advisor,... ...subject matter expert for our Regis families. You will lead engagements with senior wealth advisors... ...sophisticated wealth transfer and tax strategies are implemented with precision...Tax
$184k - $260k
...Management Portfolio/Region Lead to join the team. Approved office locations can be found... ...the portfolio. The role partners with senior leaders... ...attest offerings, including tax and advisory services. In 2025, Grant... ...with the firm's hybrid work model, this position...Work at officeTaxSeasonal workLocal areaFlexible hours3 days per week$120k - $140k
...experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a... ...Enrolled Agent in their home office state Minimum of 5... ...candidate must be able to work a hybrid schedule in one of the... ...health, protect your family, and enhance your overall...Work at officeTaxHome office- EPIC Insurance Brokers & Consultants' Galway Family Office division is seeking a Part-Time Bookkeeper to support high-net-worth... ..., reconciliations, payroll processing, and year-end tax package prep, with hybrid work 1-2 days in-office. The ideal candidate has 2+ years...Work at officeTaxPart time
- ...Bookkeeper (20 hours per week) in Newport Beach, CA, with a hybrid work arrangement. The role supports the Galway Family Office team, handling accounts payable/receivable, reconciliations, payroll processing, and year-end tax package prep for high-net-worth clients. Ideal...Work at officeTaxPart time
$132.54k - $189.53k
...in 1990, we have partnered with public agencies... ...on our Davis, CA office location. (West Yost... ...( ). This is a Hybrid role with 3 days... ...: Owner’s Advisory Services Practice... ...leader will develop, lead, and execute an annual... ...support of your family and friends outside...Work at officeFull timeTemporary workWork experience placementLocal areaRemote workFlexible hoursNight shiftAfternoon shift$184k - $260k
...join the team. Approved office locations can be found... ...Product Engineering leads the Delivery vertical:... ...capability is replaced. Partner with product... ...offerings, including tax and advisory services. In 2025, Grant... ...Consistent with the firm's hybrid work model, this position...Work at officeTaxSeasonal workLocal areaFlexible hours3 days per week$185k - $250k
...Description Job Description Tax Director / Senior Tax Manager – (Partner Fast-Track) Location... ...Full-Time | Flexible Hybrid Schedule (4 Days In-Office) About Us: We... ...tax strategies and advisory services to closely... ...client relationships, lead teams, and play a key...Work at officeTaxFull timeLocal areaImmediate startFlexible hours- Tax Partner - State and Local TaxWell established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their... ...local tax regulations.The selected individual will work a hybrid in- office and home based schedule, and can base in an office in either...Work at officeTaxLocal areaWork from home
$123 - $133 per hour
...candidate must be able to help lead a team based out of Newport... ...live and be able to work hybrid at our Newport Beach, CA office.Summary:The Accounting... ...expectations. The Manager partners closely with Accounting, Operations, Treasury, Tax, EFS, Technology, and divisional...Work at officeTax$130k - $200k
...Job Description Tax Manager / Senior... ...CA Schedule: Hybrid | 2–3 Days In-Office Weekly | Flexible... ...sophisticated tax, advisory, and wealth-... ...worth individuals, families, closely held businesses... ...workflow, and lead engagements... ...Bancroft Staffing Partners Equal Opportunity...Work at officeTaxImmediate startWork from homeFlexible hours- Mercer Advisors in Newport Beach, CA is seeking a Tax Support Specialist to assist the Income Tax team with tax document handling,... ...responsibilities including invoicing, document assembly, and workflow coordination, in a hybrid office/home setting. #J-18808-Ljbffr Mercer AdvisorsWork at officeTax
$65k - $90k
...Trust is the oldest privately owned multi-family office headquartered on the West Coast,... ...retirement plans. Position Summary The Client Advisory Associate supports Client Advisors with... ...payments to trust beneficiaries. Coordinate tax-related payment information with the Tax...Work at officeTaxFull timeLocal area- ...strategy, creator partnerships, and campaigns across social platforms to drive brand storytelling and measurable impact. Hybrid workplace—3 days in-office locally. You will own talent strategy, deals, and creator relationships, building an influencer ecosystem and driving...Work at officeFreelance
- ...candidate must be able to help lead a team based out of Newport... ...live and be able to work hybrid at our Newport Beach, CA office.Summary:The Accounting... ...expectations. The Manager partners closely with Accounting, Operations, Treasury, Tax, EFS, Technology, and divisional...Work at officeTaxHourly payContract work
$141.15k - $288.38k
...growth area in the tax industry? Do you... ...partnership taxation, leading and mentoring... ...tax compliance and advisory services to investment... ...more than 1,400 partners, principals, and... ...alternative products, family offices, mutual funds,... ...responsibilities within a hybrid work model that...Work at officeTaxLocal area$74.93k - $153k
...Summary Are you a tax professional with... ...provide tax compliance and advisory services to investment... ...delivery.You’ll prepare and lead client meetings focused... ...investment platforms, family offices, mutual funds, broker-... ...within a hybrid work model that requires...Work at officeTaxLocal areaVisa sponsorship- ...Job Description Hybrid Trust and Estate Tax Manager - Fiduciary... ...(2-3 days a week In office) 150k-170k About... ...experience. With 10 partners and approximately 10... ...to join our industry-leading Trust & Estate practice... ...individuals and families on complex tax planning...Work at officeTaxLocal areaWork from home2 days per week3 days per week
$95.4k - $180.4k
We are the leading provider of professional services to the middle market globally... ...’s nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice helps... ...professional journey:Exposure to strategic tax planning, business advisory and compliance workA customized well...Work at officeTaxFull timeWork experience placementInternshipLocal area$120k - $150k
...your passions, work, and family & friends can overlap. We... ...listen to your ideas. CFO Advisory Services focuses exclusively on the office of the CFO and we’re... ...and Purchase Accounting Lead and manage projects while... ...subsidiary entities provide tax, advisory, and business consulting...Work at officeTaxFull timeContract workWork experience placementLocal areaWork from homeFlexible hours$172k - $227k
...compelled to ask the questions that lead to innovation. As a Tax Director within BPM's Private... ..., multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex... ...will be expected to follow a hybrid work schedule.What you get: Total...Work at officeTaxFull timeSummer workPrivate practiceLocal areaRemote workFlexible hours$142.71k - $215.44k
...Description This position allows for a hybrid arrangement with a mix of work from home and in the office. This position will offer you... ...with client functional leads and stakeholders Lead efforts... ...Daycare FSA & HSA ~401(k) ~ Pre-Tax Commuter Account ~ Merit...Work at officeTaxHourly payContract workLocal areaWork from homeFlexible hours$125k - $165k
...Job Description Tax Manager – Emerging... ...Remote (U.S.) or Hybrid Flex Available... ...public accounting and advisory firm focused on supporting... ...empowered to grow, lead, and make a meaningful... ...from one of our office locations, including... ...Bancroft Staffing Partners Equal Opportunity...Work at officeTaxRemote workFlexible hours- Tax Partner - State and Local TaxEstablished, thriving regional CPA firm is in search of a State Tax Partner to join their team. The ideal... ...local tax laws. This position offers flexibility with both in-office and remote work options, with office locations available in L....Work at officeTaxLocal areaRemote work
$138k - $172.5k
As the Corporate Tax Manager, you’ll be a member of... ...Tax Solutions Family generally has the primary... ...Washington National Tax Office (WNTO), to support all... ...offerings, including tax and advisory services. In 2025, Grant... ...with the firm's hybrid work model, this position...Work at officeTaxInternshipSeasonal workLocal areaFlexible hours3 days per week$165k - $215k
...Job Description Senior Tax Manager – Emerging Growth Hybrid (2 Days In-Office) or Remote Schedule Multiple... ...recognized public accounting and advisory firm known for partnering with high-growth companies... ...we empower professionals to lead, innovate, and make a...Work at officeTaxRemote workFlexible hours$200k - $235k
...Newport Beach, California office of FBT Gibbons is seeking an Estate & Tax Planning Associate. FBT Gibbons... ...) and ultra-high-net-worth (UHNW) individuals; experience in a Family Office setting is desirable.... ...attorneys benefit from a hybrid work environment (three days...Work at officeTaxTemporary work- ...matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...the importance of in-office collaboration and fully... ...Demonstrated ability to lead complex client relationships... ..., coordinating across partners, and proactively... ...concentrated positions, tax-aware strategies, multi...Work at officeTaxFull time
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