Managing Director – Strategy
Listed on 2026-01-12
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Management
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Law/Legal
Managing Director – Strategy for a Single-Family Office based in Newport Beach, CA
Our client is in search of a co-leader to round out the Family Office team that will serve G1 and G2 for this entrepreneurial family.
The ideal candidate has an elite education – including a law degree and /or a Masters with a concentration in US Taxation. You have developed significant expertise in structuring and transactional strategy; strategic tax, trust and estate planning, facilitation, and administration.
Your experience includes working in the tax function of a public accounting firm and/or handling family tax planning (including trusts and estate planning) at a law firm. Experience as part of a family office is a big plus.
This role affords challenge and significant growth opportunity, and work-life balance.
The principal has a proven commitment to longevity, collaboration, integrity and developing people.
Compensation:
Our client is prepared to pay up to $1,200,000 with a combination of base and bonus. A long-term incentive plan will also be offered.
Ideally, they would like to make a hire in Q4 with a flexible start date after the first of the year. Full relocation package is available for the right candidate.
To Apply:
Please apply at for consideration. If already on our job board, click Apply Now. Qualified applicants will be contacted.
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