Tax Director
Listed on 2026-01-27
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Tax Director
We are hiring a Tax Director for a highly respected advisory and accounting firm with deep Bay Area roots and a growing national presence. This is a hybrid leadership role where you will mentor a seasoned team while taking the lead on complex tax planning for ultra‑high‑net‑worth individuals, private businesses, and even billionaire clients.
This opportunity comes with a clear partnership track within 2-3 years
. With three senior partners preparing for retirement, you will be positioned to inherit some of the firm’s most valuable and long‑standing client relationships, including multigenerational families and privately held companies.
- Lead advanced tax strategy and compliance for high‑net‑worth individuals, trusts, estates, and business entities
- Oversee and mentor a team of tax professionals and support staff
- Build and strengthen key client relationships
- Contribute to department‑wide improvements and long‑term planning
- 10+ years of public accounting experience
- Strong background in individual, trust, estate, and entity‑level taxation
- Leadership experience and a track record of developing talent
- CPA required
Experience with UHNW clients (Ultra high net worth)
What is in it for you- Partnership track in two to three years
- Direct handoff of high‑value clients as partners retire
- Hybrid remote schedule across Bay Area office locations
- Competitive base salary plus performance bonus
- Comprehensive benefits, 401k match, and generous PTO
- Work with a client base that includes billionaires, entrepreneurs, and legacy families
- Medical insurance
- Vision insurance
- 401(k)
- Pension plan
- Child care support
- Paid maternity leave
- Paid paternity leave
- Disability insurance
San Francisco Bay Area
Salary range$ - $
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