Tax Director/RM

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Palo Alto, CA
Job Type
Direct Hire
May 09, 2019
Job ID
5B+ Multi-Family Office seeks Tax Director in Palo Alto, CA to provide tax and family office services to HNW/UHNW clients
  • Perform high level tax review, planning and consulting
  • Oversee and manage staff to coordinate tax compliance process
  • Be involved all aspects of HNW individuals’ financial affairs including mortgages, financing,  coordination of bill pay, buy/sell agreements, acquisition and disposition of strategic assets, etc.
  • Emphasis is on providing excellent client service to existing client base; no  new business; excellent work life balance
  • Requires 8+ years’ experience with current or prior HNW tax background
  • Competitive base salary + bonus; low-upper 200’s total compensation depending on experience
**Due to expansion, firm is also open to candidates at the senior or manager level
**Relocation assistance available