Tax Director (Wealth Management Firm)

Senior Tax Advisor — Elite UHNW Advisory (Mostly Remote, CA Only)

Step away from the grind of traditional public accounting. This is where top‑tier tax professionals do the most compelling work of their careers — without audits, burnout, or business development pressure. Join a firm built for deep, strategic tax advisory serving ultra‑high‑net‑worth families, fully integrated with a world‑class wealth management platform.

Why This Role Is Different

• Pure advisory focus — Complex wealth transfer, philanthropic strategy, and entity structuring. No audits. No busy work.
• Zero business development — A dedicated sales team brings in clients so you can focus entirely on strategy and service.
• Real work‑life balance — Structured hours, remote flexibility for California residents, and a culture that actually honors boundaries.
• Distributed, diverse team — 50% women, 90+ U.S. cities, no headquarters. Talent over geography.
• No billable hours — And no audit cycles to manage.

The Role

As a Senior Tax Advisor, you’ll serve as the strategic tax partner to the firm’s most sophisticated UHNW clients. You will:

• Lead complex tax planning across multi‑generational wealth transfer, philanthropic structures, and intricate entity arrangements.
• Review and sign returns for individual, trust, gift, corporate, and partnership structures.
• Partner closely with the wealth advisory team to deliver integrated, forward‑looking strategies.
• Mentor and elevate junior tax professionals, contributing to a culture of excellence.

What We’re Looking For

• 10+ years of tax experience, ideally with UHNW or family office clients.
• CPA, JD, MS, or LLM required.
• Deep technical expertise across individual, trust, gift, corporate, and partnership taxation.
• Experience with wealth transfer, family business structures, and philanthropic planning.
• Exceptional communication skills — able to make complex concepts clear, actionable, and client‑friendly.

Benefits Highlights

• $180,000–$200,000 base salary + incentive compensation
• Full medical, dental, and vision coverage
• Mostly remote work (California residents only)
• HSA with company contributions
• 401(k) with per‑paycheck company match
• 14 paid holidays, including a full week off at Thanksgiving
• Generous PTO
• 8 weeks paid parental leave
• Company‑paid concierge services for family care (children, aging parents, and more)
• Pet insurance

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **