Tax Director/Relationship Manager

Twitter Facebook
Palo Alto, CA
Job Type
Direct Hire
May 14, 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 in 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