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
- ...exceptional Estate Planning Partner - Regis to lead as a strategic advisor... ...matter expert for our Regis families. You will guide... ...advisors, oversee a team of UHNW estate specialists, and drive... ...revocable trusts, gifting, and tax strategies. This hybrid role prioritizes...Work at officeTax
- ...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$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- 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... ...integrated wealth management. Location is hybrid with preference for CA/West Coast...Tax
- Mercer Advisors seeks an exceptional Tax Partner - Regis to lead tax advisory engagements for ultra-high net worth families. You will guide strategy, coordinate with wealth advisors... ...ensure superior client outcomes. This is a hybrid role with preference for CA locations...Tax
$135k - $160k
...USA: Irvine, CA | Hybrid MGO is a top 50 CPA and advisory firm of 500+ professionals working remotely and in offices throughout the U.S. and India. Through... .... Job Details The Tax Manager is responsible for... ...Core Responsibilities Leading Managing and Holding...Work at officeTaxLocal areaRemote work- ...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
- ...Senior Tax Manager Talley LLP Orange, California (Hybrid) About the Firm Talley... ...owners. Talley partners with clients as business... ..., becoming a leading Orange County... ...entrepreneurs, and family offices. The role is viewed... ...Strategic Client Advisory Serve as the...TaxFull timeFor contractors
$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- ...is seeking a Senior Tax Manager for the IronSpire... ...-worth individuals, families, and family offices on sophisticated tax,... ...matters, while leading complex engagements and... ...emphasizes strategic client advisory, leadership, and... ...development of staff, with a hybrid work model and strong...Tax
$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- BCG Attorney Search seeks an experienced partner in Labor & Employment Litigation to join its Newport Beach office. The ideal candidate will handle single-plaintiff and... ...client interaction. The position offers a flexible hybrid schedule and strong compensation with bonus...Work at officeRemote jobFlexible 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
- 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
$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- A leading financial services firm is looking for a Global Indirect Tax Manager in Newport Beach, CA. This role involves managing client services, providing tax planning... ...salary and comprehensive benefits, with a hybrid work model expected. #J-18808-Ljbffr Grant Thornton...Tax
- A leading advisory firm located in Newport Beach, California is seeking a Senior Tax Planner to oversee tax planning technology tools and deliver strategic tax advice to clients. The ideal candidate has strong leadership skills, deep tax expertise, and a client-focused...Tax
- 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
- Beautybarrage is looking for an Events Coordinator to drive sales and brand market share through education and events. This hybrid role requires 3 days in the office and 2 days in the field, focusing on coordinating event logistics and relationships with retailers. The ideal...Work at officeFlexible hours
- Fox Point Recruitment LLC is seeking a Corporate Tax Manager in Newport Beach, CA. This hybrid, full-time role focuses on managing business income tax planning... ...technical resources and client support. You will lead tax teams across engagements, review tax returns, mentor...TaxFull time
$74.93k - $153k
...growth area in the tax industry? Do you... ...tax compliance and advisory services to investment... ....Preparing and leading client meetings on... ...more than 1,400 partners, principals, and employees... ...products, family offices, mutual funds, broker... ...within a hybrid work model that requires...Work at officeTaxLocal area- ...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- ...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
$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$107k - $160k
...Holland & Knight's Newport Beach office seeks a highly skilled Executive Assistant to support a Partner in driving strategic marketing... ...term disability insurance; tax-advantaged accounts for health... ...and counseling resources for all family members; 401(k); profit sharing...Work at officeTaxTemporary workLocal area$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
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