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- 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
$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... ...Estate Planning Partner - Regis to serve... ...families. You will lead engagements... ...that UHNW families expect... ...based, financial advisory environment... ...: This is a hybrid role with a strong...Work at officeTaxTemporary workLocal areaHome officeMonday to FridayFlexible hours- ...transfer strategies for ultra-high net worth families. You will act as the firm’s principal... ...coordinating with senior wealth advisors and tax strategists to integrate planning within overall client goals. A JD and extensive UHNW experience are required. #J-18808-Ljbffr...Tax
- ...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
- Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead and grow a dedicated UHNW estate planning practice. This senior role requires... ...-generational estate plans for complex families. The role is hybrid, with preference for candidates in San Francisco...
$138k - $172.5k
...Recruitment LLC in Newport Beach, CA is seeking a Corporate Tax Manager to lead income tax planning, corporate compliance, and ASC... ...-functional teams, and mentors junior staff. A hybrid work model (minimum 3 days in-office) is offered; base salary USD 138,000-172,500 per...Work at officeTaxRelocation$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
$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$65k - $90k
...Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service... ...to trust beneficiaries. Coordinate tax-related payment information with the Tax Department...Work at officeTaxFull timeLocal area- 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
- Tarbox Family Office, Inc. in Newport Beach, CA seeks a Wealth Advisor to build lasting relationships with high-net-worth families and individuals... ...to develop and implement wealth strategies across investments, tax planning, and estate planning. You will translate complex...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
- 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
- ...cannot. Working in a team environment, the Family Office Accountant is responsible for the full-... ...entities and residences. Prepare annual tax return workpapers; assist tax... ...including outside tax accountants, bank partners, attorneys and vendors. Perform other accounting...Work at officeTax
$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
$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$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- ...Planning Director to join the Advanced Services Law Group (ASLG) in a hybrid role serving the Orange County / San Diego area. You will design... ...trusts, wills, and related documents while coordinating with wealth advisors and tax experts. #J-18808-Ljbffr Mercer AdvisorsTax
$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$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$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- ...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
- A leading tax advisory firm in Newport Beach is searching for a Corporate Tax Manager to lead various tax compliance and consulting projects. In this role, you'll manage client engagements, supervise junior staff, and ensure high-quality service delivery. Applicants should...Tax
$175k - $205k
...Job Description Tax Senior Manager / Director... ..., WA Remote or Hybrid Schedule (Hybrid: 2 Days In Office Weekly Preferred)... ...accounting and advisory firm helping middle... ...multistate tax challenges, leading sophisticated... ...consulting engagements, and partnering directly with...Work at officeTaxLocal areaImmediate startRemote work
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